February 10th, 2020

SECURE Act Update: Revisions to Model Rollover Notices Although the landmark legislation will take years before it is fully implemented, many of the provisions are already in effect—including two that require immediate changes to the 402(f) notice given to participants to help them understand their rollover options. Read more > Firms Partner on ‘New Engine for Financial Wellness’ EvoShare and intellicents are offering a program that will put cash back on purchases into retirement and other savings accounts. Read more > Retirement Industry People Moves Broadridge Board of directors appoints president; Alliance for Lifetime Income announces new institute; Senior counsel joins HBL legal team; and more. Read more > To Surmount the Gender Gap The financial adviser industry works to change with the times. Read more > MOST READ ARTICLES

Sponsored message from OneAmerica Driven Through Differentiators Interview with Sandy McCarthy, Retirement Services President, OneAmerica Read more > Active vs. Passive Enrollment Open-enrollment month, when workers rethink their benefits, might be just the time to remind them to save for retirement. Read more > Continued Growth Hybrid QDIAs are evolving to offer a source of retirement income. Read more > Market Mirror Friday, the Dow lost 277.26 points (0.94%) to finish at 29,102.51, the NASDAQ decreased 51.64 points (0.54%) to 9,520.51, and the S&P 500 was down 18.07 points (0.54%) at 3,327.71. The Russell 2000 fell 20.68 points (1.23%) to 1,656.78, and the Wilshire 5000 closed 184.11 points (0.54%) lower at 33,828.10.   The price of the 10-year Treasury note increased 27/32, bringing its yield down to 1.583%. The price of the 30-year Treasury bond climbed 1 28/32, decreasing its yield to 2.043%.   For the week ending February 7, the Dow increased 3.00%, the NASDAQ climbed 4.04%, and the S&P 500 gained 3.17%. The Russell 2000 was up 2.65%, and the Wilshire 5000 finished 3.01% higher.

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