February 12th, 2018

Hardship Withdrawal Changes Included in Budget Deal Several provisions of the two-year budget bill affect retirement plans. Read more > Using Data to Determine the Best QDIA for Your Clients A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit for a plan’s demographics. Read more > Many Workers Unaware of Tax Credit for Retirement Savers It is available to workers 18 years and older who have contributed to a company-sponsored retirement plan or IRA. Read more > DB Plans Have Been Helped by Funding Relief A study found DB plans that used the smoothed discount rates under current law had a much lower unfunded liability than plans that did not. Read more > PLANSPONSOR’s 2018 Top 100 Retirement Plan Advisers These advisers have reached the top of their respective peer groups in terms of assets under advisement (AUA) or number of retirement plan clients, including defined contribution (DC), defined benefit (DB) and nonqualified plans. Read more > MOST READ ARTICLES

Sponsored message from J.P. Morgan Lower costs for your plan sponsors Help build stronger retirement plans by combining JPMorgan SmartRetirement® target date funds with J.P. Morgan Retirement Link. All at a competitive price. VIEW THE COMPETITIVE PRICING > Read more > Retirement Industry People Moves Financial Engines Offers Services to ADP Clients; Nuveen Expands DCIO Team with Promotions and New Hire; Lucas Takes the Helm at EBRI; and more. Read more > 401(k) Allocations Have Changed TDFs now comprise 25% of 401(k) assets, largely due to auto-enrollment Read more > Sponsored message from Market Mirror Friday, the Dow gained 330.44 points (1.38%) to finish at 24,190.90, the NASDAQ closed 97.33 points (1.44%) higher at 6,874.49, and the S&P 500 increased 38.55 points (1.49%) to 2,619.55. The Russell 2000 was up 14.04 points (0.96%) at 1,477.84, and the Wilshire 5000 climbed 337.28 points (1.26%) to 27,159.39.   The price of the 10-year Treasury note was down 8/32, increasing its yield to 2.857%. The price of the 30-year Treasury bond decreased 13/32, bringing its yield up to 3.161%.   WEEK’S WORTH: For the week ending February 9, the Dow plunged 5.21%, the NASDAQ lost 5.06%, and the S&P 500 dropped 5.16%. The Russell 2000 finished 4.49% lower, and the Wilshire 5000 fell 5.09%.

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