April 24th, 2018

DC Plan Participants Looking for Guaranteed Income in Retirement Eight in 10 DC plan participants are very or somewhat interested in an in-plan investment option that would guarantee monthly income for life in retirement, and the same number express interest in taking money out of their plan at retirement and moving it to a financial product that would guarantee them monthly income for life. Read more > Retirees Less Confident in Ability to Handle Health Expenses Retirees are less likely than last year to feel confident in their ability to handle basic expenses and feel less confident in their ability to handle medical expenses, according the Employee Benefit Research Institute’s (EBRI) 28th annual Retirement Confidence Survey (RCS). Read more > DB Plan Sponsor Clients Can Now Request Consultation Prior to Filing Distress Termination The agency says this consultation will assist it and the plan sponsor in exploring whether a waiver of one or more filing obligations is appropriate, identifying potential issues preventing a distress termination of a particular plan, and may indicate that commencement of an agency-initiated termination of the pension plan is warranted. Read more > Battling the Elements The role of the adviser in mitigating litigation Read more > MOST READ ARTICLES

Sponsored message from Natixis Actively Changing the Climate of Target Date Mutual Funds Sophisticated Methodology. Sustainable Ideology. InnovativeGlidepath Design. Natixis Sustainable Future FundsSM: The first ESG-driven target date mutual funds.  Read More. Read more > The Adviser Difference How experts influence the use of managed accounts as the QDIA Read more > Tactical Latitude Target-date funds that let managers deviate from the glide path Read more > Market Mirror Yesterday, the Dow was down 14.25 points (0.06%) at 24,448.69, the NASDAQ closed 17.52 points (0.25%) lower at 7,128.60, and the S&P 500 was virtually unchanged at 2,670.29. The Russell 2000 decreased 2.00 points (0.13%) to 1,562.12, and the Wilshire 5000 was up 11.80 points (0.04%) at 27,787.21.   The price of the 10-year Treasury note was down 3/32, increasing its yield to 2.974%. The price of the 10-year Treasury bond was up 2/32, decreasing its yield to 3.145%.

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