December 22nd, 2017

Tax Bill Affects IRA Conversions, Loans, 529s, NQDC Plans The bill does not impact tax breaks for retirement savings, either by lowering the amount people can contribute or requiring some or all of the money to be invested as a Roth 401(k). Read more > Forty Percent of Investors Want to Increase Retirement Plan Contributions This is up from 34% in 2016. Read more > Increasing Client Referrals is Advisers’ No. 1 New Year’s Resolution Advisers find that getting enough referrals to attain their growth goals is a challenge. Read more > Fiduciary Concerns When Considering Managed Accounts Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product? Read more > Advisers Can Play Key Role Boosting Voluntary Benefits Benefits consultants play a helpful role in guiding employers through decisions involving the offering of voluntary and health benefits: Why offer benefits? Who pays? How do you educate employees? Read more > MOST READ ARTICLES

ESG Investing Goes Under the Microscope in CalPERS Debate In a series of sharply written, dueling reports, experts from the American Council for Capital Formation and CalPERS debate the proper role of environmentally and socially conscious investments—and whether the massive public pension fund has grown too political in its actions. Read more > PBGC Offers Missing Participants Program to DC Plans A final rule opens the current program to terminated DC plans and small professional service defined benefit plans. Read more > Investment Products and Services Launches BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research. Read more > Market Mirror Thursday, the Dow closed 55.64 points (0.23%) higher at 24,782.29, the NASDAQ was up 4.40 points (0.06%) at 6,965.36, and the S&P 500 increased 5.32 points (0.20%) to 2,684.57. The Russell 2000 climbed 7.03 points (0.46%) to 1,547.11, and the Wilshire 5000 gained 68.27 points (0.25%) to finish at 27,876.70.   The price of the 10-year Treasury note was up 5/32, decreasing its yield to 2.483%. The price of the 30-year Treasury bond increased 26/32, bringing its yield down to 2.837%.

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