|
|
|
September 5th, 2018 |
 | Now Open: 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.
Read more > |
|
|
| Simplification of Retirement Plan Disclosures Included in Trump Executive Order | |
The executive order regarding RMD rules and open MEPs, signed last week by the President, also asks the DOL and Treasury to simplify disclosure regulations for plan sponsors and participants.
Read more > | | | 2019 Plan Sponsor of the Year Nominations Are Open | | The nominating process has opened for the annual PLANSPONSOR Plan Sponsor of the Year and Retirement Plan Adviser of the Year awards. As in the past years, PLANSPONSOR/PLANADVISER editors are soliciting your help in identifying qualified candidates for each award. If you work with or for, or know of, a great plan sponsor, plan adviser or plan adviser team, please help us recognize the best in the business.
Read more > | | | When HR and Finance Get Together, DC Plan Results Follow | |
According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework for frank and practical discussions between the HR and finance functions.”
Read more > | | | ERISA VISTA: Prohibited Transaction Relief | | How the DOL’s policy update affects ERISA plans.
Read more > | |
|
|
|
| Court Order to Pay Pensions Leads Archdiocese of San Juan to File Bankruptcy | |
The U.S. Supreme Court denied the archdiocese’s application for a temporary reprieve from a court order to pay $4.7 million to both retired and active teachers; however, filing for bankruptcy temporarily freezes all litigation.
Read more > | | | How DC Plans Can Hedge Against Cybersecurity Risk | |
The Segal Group suggests nine steps plans can take, starting with creating an information security policy.
Read more > | | | Investors Better Prepared for a Downturn, Advisers Say | |
They have also become more inclined to work with an adviser since the Great Recession of 2008.
Read more > | | | Market Mirror | | Yesterday, the Dow slipped 12.34 points (0.05%) to 25,952.48, the NASDAQ closed 18.29 points (0.23%) lower at 8,091.25, and the S&P 500 decreased 4.80 points (0.17%) to 2,896.72. The Russell 2000 lost 7.38 points (0.42%) to finish at 1,733.38, and the Wilshire 5000 was down 47.82 points (0.16%) at 30,226.71.
The price of the 10-year Treasury note decreased 10/32, bringing its yield up to 2.898%. The price of the 30-year Treasury bond fell 26/32, increasing its yield to 3.062%.
| |
|
Copyright ©2025 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
|
|
702 King Farm Boulevard, Suite 300, Rockville, MD 20850
|
|
