| Practical Tips for SEC Cybersecurity Exams |
| Completely insulating a business from cybersecurity risk is probably a pipedream in the modern world, but retirement plan advisers may be on the hook if, or when, a client data breach occurs.
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| Managing Investment Risk in Cash Balance Plans |
| The features of cash balance plans that make them easier to understand and make costs more predictable also create opportunity for advisers with skill structuring DB investments.
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| Cogent Reports: Many Advisers Shop Around for TDFs |
| A new study finds that almost half of the advisers who sell defined contribution plans now “go shopping” for clients’ target-date funds, searching out the best fund for the best price—regardless of the provider or brand name.
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| Investor Appetite for Equities Remains Anemic |
| While small and mid-cap stocks were hardest hit during the month, declines sent one-month average fund returns well into the red for U.S. equity and international equity during September.
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