August 28th, 2018

Saving for Retirement Is Americans’ No. 1 Source of Financial Stress Nearly two-thirds wish they had spent less in the past in order to save more for retirement. Read more > 401(k) Plan Sponsors Worried About the Number of Participant Loans Alight Solutions found when offered two loans, 14.4% of participants take advantage of that. When offered three loans, 11.9% do the same. Read more > Participant Loan Activity Appears to Have a Quarterly Seasonal Pattern ICI finds the first quarter of the year tends to have lower percentages of DC plan participants with loans outstanding compared with later quarters. Read more > Advisers Should Consider Unpredictable Retirement Age in Client Retirement Planning Morningstar suggests individuals and their advisers should focus on strategies that can maximize retirement savings, regardless of planned retirement age. Read more > MOST READ ARTICLES 1 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 2 A New World and New Opportunities for Alpha 3 2020 PLANADVISER National Conference 4 More Sutter Health 403(b) Plan Participants Challenge Plan Investments 5 $10M NRECA Settlement Agreement Includes Administrative Changes

Sponsored message from CUNA Mutual Retirement Solutions What is your biggest obstacle for improved productivity? Partner with us to achieve greater success in the qualified retirement plan industry. We have the right tools to help you achieve your goals. Learn More. Read more > Annual Retirement Plan Adviser Survey Now Open In an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. The deadline for submissions is September 7, 2018. Read more > Single Premium Pension Buy-Out Sales Exceed $8.2 Billion This is more than double the sales in the second quarter of 2017. Read more > FinMason and Orion Integration Create Retirement Readiness Program The planning service will offer investment analytical platforms, tools and financial data to Orion users. Read more > Market Mirror Monday, the Dow climbed 259.29 points (1.01%) to 26,049.64, the NASDAQ closed 71.92 points (0.91%) higher at 8,017.90, and the S&P 500 increased 22.05 points (0.77%) to 2,896.74. The Russell 2000 was up 2.73 points (0.16%) at 1,728.41, and the Wilshire 5000 gained 207.71 points (0.69%) to finish at 30,222.43. The yield for the 10-year Treasury note was 2.848%. The yield for the 30-year Treasury bond was 2.996%.

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