Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 3rd, 2019
SECURE Act Gets Fast-Track Treatment in Congress
The House Ways & Means Committee has already approved the bill, which mirrors many of the key provisions of the Retirement Enhancement and Savings Act. Read more >
RESA Is Back in the Senate, with Some Technical Amendments
The Insured Retirement Institute has created a detailed section-by-section overview of the Retirement Enhancement and Savings Act of 2019, which was just introduced in the U.S. Senate. Read more >
Updated Operational Compliance List Includes Hardship Withdrawal Changes
The list identifies matters that may involve either mandatory or discretionary plan amendments depending on the particular plan, and may reference other significant guidance that affects daily plan operations. Read more >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Industry People Moves
Sponsored message from OneAmerica
CITs: A Demonstration of Commitment and Experience
Financial professionals are seeking more efficient ways to provide retirement plan participants with high quality and low-cost investing options. One possible way to do this is by using Collective Investment Trusts, or CITs. Terry Burns of OneAmerica, Retirement Services, discusses how OneAmerica is working to support retirement plan advisors, plan sponsors and participants in this endeavor. Read more >
Financial Literacy Leads to Better Retirement Planning
A large majority of those who answer questions on a financial quiz correctly are more likely to save for retirement. Read more >
Pentegra Releases Millennial SmartPath
Pentegra Millennial SmartPath is a report detailing best practices and strategies for Millennials to help improve retirement readiness and overall financial wellness. Read more >
Market Mirror
Tuesday, the Dow closed 79.29 points (0.30%) lower at 26,179.13, the NASDAQ closed 19.78 points (0.25%) higher at 7,848.69, and the S&P 500 was virtually unchanged at 2,867.24. The Russell 2000 was down 2.74 points (0.18%) at 1,553.33, and the Wilshire 5000 decreased 42.05 points (0.14%) to 29,565.38. The price of the 10-year Treasury note was up 9/32, decreasing its yield to 2.471%. The price of the 30-year Treasury bond increased 11/32, bringing its yield down to 2.873%.
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