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 | Unrelated Taxable Income and PensionsPlan fiduciaries, plan advisers and investment fund managers may not be aware that the Tax Cuts and Jobs Act of 2017 made major changes to the Internal Revenue Code provisions affecting unrelated business taxable income (UBTI). The IRS has since issued Notice 2018-67 to provide some guidance on how to interpret these changes until the Treasury Department issues proposed regulations. Read more > |
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| IRS Expands Opportunities for Retirement Plan Sponsors to Self-Correct | |
| The IRS Self Correction Program has been expanded to include certain plan document failures and certain loan failures and a way to self-correct via plan amendments. Read more > | |
| Coaching the Committee | |
| If your clients’ retirement plan committees fail to get the training they need, the Department of Labor and IRS may take notice. Read more > | |
| Peruse the PLANADVISER Research Archive | |
| Read the latest Micro Plan Survey, or perhaps the Recordkeeper Services Guide. Read more > | |
| IFP Partners with AdvisorEngine and WisdomTree | |
| The relationship will make the AdvisorEngine platform and WisdomTree model portfolios and ETFs available to IFP advisers. Read more > | |
| Market Mirror | |
| Friday, the Dow decreased 59.34 points (0.22%) to 26,597.05, the NASDAQ closed 18.81 points (0.23%) lower at 8,102.02, and the S&P 500 was down 6.43 points (0.22%) at 2,927.25. The Russell 2000 was up 3.04 points (0.19%) at 1,588.13, and the Wilshire 5000 decreased 53.39 points (0.18%) to 30,247.33. The price of the 10-year Treasury note increased 13/32, bringing its yield down to 2.522%. The price of the 30-year Treasury bond climbed 28/32, decreasing its yield to 2.935%. | |
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