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    3. November 2019

Stable Value Primer

Stable value strategies are investment options that primarily seek to preserve capital and whose return is based on a pre-determined crediting rate. We have developed this primer to expand the dialogue and provide new investment committee members with a strong foundation from which to select and monitor stable value strategies.

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IRS Plan Limits

Each year, the Internal Revenue Service publishes updated dollar limitations for tax-qualified defined benefit and defined contribution plans. The limits are important for tax-qualified plans, as well as many non-qualified plans.

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Mitigating Retirement Account Fraud: Best Practices to Safeguard Participant Assets

The trend of commercial database breaches involving the disclosure of personally identifiable information (PII) does not appear to be slowing down. As a retirement plan sponsor and fiduciary, there are steps you should take to mitigate the risk of fraud from occurring within your plan.
 

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