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August 29th, 2018 |
 | 2018 Retirement Plan Adviser Survey & 2019 Top 100 AdvisersNote that again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. Thanks very much for your interest in our surveys. In exchange for your time, we will send a 2018 Plan Benchmarking Report to all completed survey respondents. Also, the aggregated results will be published in upcoming issues of PLANADVISER.
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| SOA Seeks Input on New Public Pension Mortality Tables | |
The SOA’s public-sector mortality study is designed to provide public pension actuaries and plan sponsors with information to help set mortality assumptions and includes separate mortality tables for teachers, public safety professionals and general members, respectively.
Read more > | | | Weyerhaeuser Reveals Plans to Reduce Pension Liabilities | | First, Weyerhaeuser will offer select U.S. pension plan participants the opportunity to elect an immediate lump sum distribution. Following the lump sum distributions, Weyerhaeuser intends to transfer a portion of its U.S. pension assets and liabilities to an insurance company through the purchase of a group annuity contract.
Read more > | | | Participants Voice Student Debt Concerns as Balances Grow | |
“In this year’s survey, an astounding 85% of respondents paying toward student loans reported that their obligation to repay the funds are impacting their ability to prepare for retirement,” warns Marsha Whitehead, OneAmerica vice president of enterprise marketing.
Read more > | | | 2018 PLANADVISER National Conference | | As an attendee, you’ll find a networking-friendly environment, inviting you to engage directly with skilled experts and leading advisers to help you differentiate your message, add value for your clients and cultivate sustainable growth in an evolving regulatory environment.
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| Sponsored message from Charles Schwab | | Design retirement plans that fit your employees | | Only 44% of participants feel comfortable making 401(k) decisions. Learn how you can help.
Read more > | | | IRS Extends Closed DB Plan Nondiscrimination Relief Through 2019 | |
The new extension makes nondiscrimination relief available for plan years beginning before 2020, if the conditions of Notice 2014-5 are satisfied.
Read more > | | | HNW Investors Pay Close Attention to Inflation as They Prepare for Retirement | | High-net-worth investors’ perceptions about inflation rather than hard economic data have a greater influence on how they plan for retirement and spend their money today, according to the latest income investing survey by Nuveen Investments.
Read more > | | | Investing HSA Assets Helps Savings Grow | |
Devenir estimates that $9.8 billion of HSA assets are invested as of June 30, 2018—an estimated 45% year-over-year increase.
Read more > | | | Market Mirror | | Tuesday, the Dow was up 14.38 points (0.06%) at 26,064.02, the NASDAQ increased 12.14 points (0.15%) to 8,030.04, and the S&P 500 was virtually unchanged at 2,897.53. The Russell 2000 was also virtually unchanged at 1,728.42, and the Wilshire 5000 was down 20.50 points (0.07%) at 30,201.93.
The price of the 10-year Treasury note decreased 17/32, bringing its yield up to 2.879%. The price of the 30-year Treasury bond fell 1 14/32, increasing its yield to 3.033%.
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