February 22nd, 2019

LIMRA SRI Urges Advisers to Diversify Their Clientele A new survey report from LIMRA Secure Retirement Institute finds four in ten black Americans suggested that they feel they don’t have enough money to work with a financial adviser. Read more > Participants Remained Committed to Their DC Plans During 2018 In the first three quarters of 2018, only 2.2% of participant stopped contributing to their plans, ICI data shows. Read more > AXA Creates Asset Allocation Plan for 403(b) Participants The program will contain both aggressive and conservative portfolios, both dependent on years before a participant plans to retire. Read more > 403(b) Plans Tuned in to Education Nonprofit and public plans are the most apt to support efforts to learn Read more > MOST READ ARTICLES 1 2023 Retirement Plan Adviser of the Year Finalists 2 Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business 3 With SECURE 2.0, the Cash Balance DB Plan May Be Back 4 Retirement Advisers Increasingly Want PEP Option in Toolbox 5 Complying With the Custody Rule and the New Custody Proposal

Most TDFs Are Actively Managed Passively managed target-date funds make up a small universe Read more > Advisers Boost Retirement Confidence Advised investors are consistently more confident than are DIY investors Read more > Market Mirror Thursday, the Dow dropped by 103.81 points (0.40%) to 25,850.63, NASDAQ inched down by 29.36 points (0.39%) to 7,459.71, and the S&P 500 shed 9.82 points (0.35) to 2,774.88. The Russell 2000 lost 6.11 points (0.39%) to end at 1,575.55 and the Wilshire 5000 trimmed 106.11 points (0.37%) from its value, to end at 28,799.38. The price of the 10-year Treasury note fell by 9/32, boosting its yield to 2.693%, and the price of the 30-year Treasury bond fell by 23/32, boosting its yield to 3.046%.

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