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November 15th, 2018 |
| Informational Copies of 2018 Form 5500 Available | |
The “Changes to Note” section of the 2018 instructions highlights important modifications to the Form 5500 and Form 5500-SF and their schedules and instructions.
Read more > | | | ERISA Litigation Insights From LexisNexis | |
Some 83,000 lawsuits have been filed under the Employee Retirement Income Security Act in federal district court since 2009, according to Lex Machina, a LexisNexis company; fewer than 2% of cases proceed to trial.
Read more > | | | What Would Encourage More ERISA Plans to Use ESG Investments? | |
Data shared by Natixis Investment Managers shows managers of corporate and public pension funds, foundations, endowments, insurance funds and sovereign wealth funds are embracing greater use of ESG investing programs. However, the research shows 45% of institutional investors feel it is difficult to measure and understand financial versus non-financial performance considerations.
Read more > | | | Financial Wellness Programs Have Measurable Impact on Retirement Readiness | |
For a company with 50,000 employees, this could lead to a savings of $65 million to $97 million a year, Financial Finesse found.
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| Average Age Americans Plan to Retire Is 62 | |
However, only 56% of people have calculated how much income they need to retire, MassMutual learned in a survey.
Read more > | | | RightCapital, Commonwealth Partner on Financial Planning | |
RightCapital’s financial planning tool will integrate seamlessly into Commonwealth’s flagship system, Client360.
Read more > | | | Market Mirror | | Wednesday, the Dow fell 205.99 points (0.81%) to 25,080.50, the NASDAQ lost 64.48 points (0.90%) to finish at 7,136.39, and the S&P 500 closed 20.60 points (0.76%) lower at 2,701.58. The Russell 2000 decreased 12.30 points (0.81%) to 1,502.51, and the Wilshire 5000 shed 207.41 points (0.74%) to close at 27,853.78.
The price of the 10-year Treasury note increased 6/32, bringing its yield down to 3.122%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 3.360%.
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