April 5th, 2018

TIAA Wins Dismissal of Most Claims About Its Loan Processes The lawsuit brought by a participant in a Washington University retirement plan challenges TIAA’s use of collateral in its loan process and the provider’s retention of some interest on the collateral. Read more > Council Recommends Simplifying Mandated Retirement Plan Disclosures The ERISA Advisory Council has provided the DOL with recommendations for design and delivery improvements with respect to the Summary Plan Description, the Annual Funding Notice and the Summary Annual Report. Read more > Most Americans Lack the Knowledge to Make Financial Decisions Given a personal finance survey, participants could answer only half of the questions correctly Read more > Organizations Team Up to Encourage More Female Advisers The goal is to motivate more women to become financial advisers through business network referrals. Read more > MOST READ ARTICLES

Sponsored message from Ascensus Partnering To Simplify The Complex. Sometimes it isn’t who you know but what you know. Click to learn more> Read more > Fi360 and 55ip Team Up to Help Advisers With Fiduciary Processes 55ip will use Fi360’s Fiduciary Score as a factor in 55ip’s investment strategy engine. Read more > Prudential Retirement Participants Can Get Account Information From Alexa By enabling a new skill, participants in retirement plans recordkept by Prudential can ask Amazon’s Alexa for balance information, rates of return and outstanding loan balances. Read more > Market Mirror Wednesday, the Dow was up 230.94 points (0.96%) at 24,264.30, the NASDAQ climbed 100.83 points (1.45%) to 7,042.11, and the S&P 500 closed 30.24 points (1.16%) higher at 2,644.69. The Russell 2000 gained 19.51 points (1.29%) to finish at 1,531.66, and the Wilshire 5000 increased 303.65 points (1.12%) to 27,420.69. The price of the 10-year Treasury note was down 6/32, increasing its yield to 2.801%. The price of the 30-year Treasury bond decreased 16/32, bringing its yield up to 3.040%.

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