April 9th, 2018

Broker/Dealers Must Move to Support True Financial Planning More than 60% of advisers polled by Cerulli Associates agree that client demand for “financial planning” is increasing; at the same time, broker/dealers are refining their digital planning support for advisers in order to retain top talent. Read more > IRS Asks for Comments on Determination Letters for 2019 The agency ended its determination letter program effective in 2017, but said it will measure the need for exceptions in a variety of ways including annual input from the Employee Plans (EP) community. Read more > Ruling on NY Times Multiemployer Plan Arbitration Challenge Rejects Use of ‘Segal Blend’ Following extensively detailed deliberation citing important SCOTUS rulings and other precedents, the district court ruling rejects a multiemployer plan’s usage of the so-called “Segal Blend” to set the discount rate for assessing a member’s withdrawal liability. Read more > Roth Option Viewed as Another Avenue for Diversification Experts say sponsors should offer a Roth option so that participants can diversify their tax situation in retirement. Read more > MOST READ ARTICLES

Sponsored message from Voya Financial Defining Value In a Dynamic Market. Bill Harmon of Voya Financial discusses the advisor’s role. Read more > Retirement Industry People Moves Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more. Read more > More Advisers Want to Go It Alone Many motives behind the switch to RIA Read more > Market Mirror Friday, the Dow fell 572.46 points (2.34%) to 23,932.76, the NASDAQ lost 161.44 points (2.28%) to finish at 6,915.11, and the S&P 500 closed 58.37 points (2.19%) lower at 2,604.47. The Russell 2000 was down 29.63 points (1.92%) at 1,513.30, and the Wilshire 5000 decreased 371.25 points (1.35%) to 27,049.45.   The price of the 10-year Treasury note increased 16/32, bringing its yield down to 2.775%. The price of the 30-year Treasury bond climbed 1 2/32, decreasing its yield to 3.020%.   WEEK’S WORTH: For the week ending April 6, the Dow was down 0.71%, the NASDAQ fell 2.10%, and the S&P 500 lost 1.38%. The Russell 2000 decreased 1.05%, and the Wilshire 5000 finished 1.32% lower.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2026 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850