December 7th, 2018

When Auto-Roth Accounts Make More Sense Janus Henderson research suggests the vast majority of auto-enrollment programs fund only pre-tax accounts; this is despite the fact that for younger, lower-income employees, funding a Roth account may be a more appropriate long-term option. Read more > IRS Offers Relief for 403(b) Plans Excluding Certain Part-Time Employees Under the once-in-always-in exclusion condition, for a 403(b) plan that excludes part-time employees from making elective deferrals, once an employee is eligible to make elective deferrals, the employee may not be excluded from making elective deferrals in any later exclusion year on the basis that the employee is a part-time employee. Read more > Helping DB Plan Clients Prepare for a Plan Termination Consultants with Findley discussed a game plan for having data, financials and a communications strategy ready before embarking on a DB plan termination. Read more > S Corporation ESOPs Can Give Workers a Retirement Savings Advantage In such plans, they have more than twice the average retirement balance of other workers. Read more > MOST READ ARTICLES

Sponsored message from J.P. Morgan Asset Management Help retain clients with a proactive approach 97% of clients agree J.P. Morgan Retirement Link takes a proactive approach to the plan sponsor relationship, which is why we have a 99% client retention ratio. Through our strategic business planning process, our relationship managers work with you and your clients to simplify the complex and empower better decisions. Source: Chatham Partners Satisfaction Survey, 2017 Learn more about Retirement Link > Read more > Transamerica Adds Spanish Translation Capabilities to Participant Website Spanish-speaking participants may now benefit from both fully translated primary website navigation, specific page translations, and description overlays to provide additional information. Read more > Investment Product and Service Launches Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate. Read more > Market Mirror Thursday, the Dow closed 79.40 points (0.32%) lower at 24,947.67, the NASDAQ increased 29.83 points (0.42%) to 7,188.26, and the S&P 500 was down 4.11 points (0.15%) at 2,695.95. The Russell 2000 slipped 3.30 points (0.22%) to 1,477.45, and the Wilshire 5000 decreased 21.21 points (0.08%) to 27,775.71.   The price of the 10-year Treasury note was up 7/32, decreasing its yield to 2.889%. The price of the 30-year Treasury bond increased 10/32, bringing its yield down to 3.155%.

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