December 5th, 2019

Senator Introduces Bill to Encourage Faster Student Debt Payoff Senator Rand Paul, R-Kentucky, introduced S. 2962, the Higher Education Loan Payment and Enhanced Retirement (HELPER) Act, aimed at helping Americans more quickly and easily pay off their student loan debt and save more money for retirement. Read more > PIMCO Discovers Error in Fund Fee Waiver PIMCO is now in the process of reimbursing investors affected by the miscalculation, both from the additional fees and the incremental amount of the estimated foregone performance the fees caused, plus interest. Read more > Advisers Giving Back: Innovest’s Culture of Compassion Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition. Read more > MOST READ ARTICLES 1 2023 PLANADVISER Top Retirement Plan Advisers 2 2023 PLANADVISER Top Retirement Plan Advisers 3 Why 529 Education Savings Plans Are More Valuable Than Ever 4 Retirement Advisers See Increased Scrutiny on Fees, Services 5 Government Plans Face Unique Challenges With SECURE 2.0 Implementation

Sponsored message from CUNA Mutual Retirement Solutions Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships Read more > 2019 PLANADVISER Recordkeeper Services Survey Recordkeepers’ consistent evolution has led them to offer a wide range of investments, technology and servicing options today. Read more > Limited 529 Plan Knowledge Holds Savers (and Advisers) Back Educating people about the plans is important, as a recent Edward Jones survey found that only 29% of Americans know what the purpose of these plans are. Read more > Market Mirror Wednesday, the Dow gained 146.97 points (0.53%) to finish at 27,649.78, the NASDAQ closed 46.03 points (0.54%) higher at 8,566.67, and the S&P 500 increased 19.56 points (0.63%) to 3,112.76. The Russell 2000 was up 11.27 points (0.70%) at 1,613.90, and the Wilshire 5000 climbed 187.26 points (0.59%) to 31,727.95. The price of the 10-year Treasury note decreased 27/32, bringing its yield up to 1.773%. The price of the 30-year Treasury bond fell 1 3/32, increasing its yield to 2.223%.

Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise ©2023 Asset International, Inc. All rights reserved. 702 King Farm Boulevard, Suite 400, Rockville, MD 20850