December 8th, 2017

IRS Issues 2017 Required Amendments List The 2017 RA List is light on items. Read more > DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services For the $5 million to $500 million DC plan market, advisers and consultants offering 3(38) discretionary investment advice are more common. Read more > With Change to Pension System, Military Members Need Financial Advice The Department of Defense is initiating the Blended Retirement System on January 1, 2018. Read more > Individuals Expect to Take Increased Role in Retirement Savings More than half (52%) of Americans surveyed think individuals will play a larger role in health insurance and retirement savings, a survey finds. Read more > Redefining Defined Contribution Plans Willis Towers Watson suggests 10 updated terms associated with DC plans, with the goal of elevating the quality of all retirement planning conversations. Read more > MOST READ ARTICLES

Few Americans Preparing for Long-Term Health Care Savings Only 41% of consumers surveyed understand what long-term health care expenses will be in retirement, and only one-third are confident they are saving at an appropriate rate to cover long-term health care needs. Read more > Investment Products and Services Launches State Street Launches Tool to Deliver Transparency in ESG Investing; TCA Adds an Extra 18 ETFs to Advising Platform; Vanguard Releases Latest Fund to Complement Existing Index and ETF Offering; and more. Read more > Market Mirror Thursday, the Dow increased 70.57 points (0.29%) to 24,211.48, the NASDAQ gained 36.47 points (0.54%) to finish at 6,812.84, and the S&P 500 was up 7.71 points (0.29%) at 2,636.98. The Russell 2000 climbed 11.59 points (0.77%) to 1,520.47, and the Wilshire 5000 closed 113.88 points (0.42%) higher at 27,381.29.   The price of the 10-year Treasury note was down 6/32, increasing its yield to 2.359%. The price of the 30-year Treasury bond decreased 20/32, bringing its yield up to 2.760%.

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