January 22nd, 2018

Fiduciary Reforms Impact Plan Leakage Trends, Income Decisions Plan sponsors are being more conscious and cautious with respect to managing the implications of the DOL fiduciary rule—and this is impacting plan leakage and rollover decisions to a strong degree, Callan says. Read more > Bundled Versus Unbundled DC Plan Arrangements The proportion of plans that are at least partially bundled fell dramatically from 53.8% in 2016 to 44.0% in 2017, a continuation of the unbundling trend, according to Callan. Read more > White Paper Explains Tax Reform Effects Wolters Kluwer Legal & Regulatory U.S. issued a white paper, “Tax Cuts and Jobs Act Will Present Retirement, Benefits, Executive Compensation and Payroll Professionals with New Challenges in 2018.” Read more > Vestwell Integrates Morningstar 3(21) Fiduciary Services to Platform Financial advisers can help plan sponsors address their fiduciary responsibilities while creating their own investment product lineup from menus of funds on which Morningstar has performed due diligence Read more > MOST READ ARTICLES

Sponsored message from J.P. Morgan J.P. Morgan Case study: Reverse the Search for potential discounts Discover how you can maintain a prudent target date fund and recordkeeper selection while taking advantage of potential discounts simply by reversing the order you search for these providers. VIEW THE CASE STUDY > Read more > Retirement Industry People Moves AndCo Adds New Compliance Officer to Team; RIA Firm Partners with Focus; Securian Financial Group Hires Regional Sales Vice Presidents for Small and Midsize Employers; and more. Read more > The Value of Fixed Income The strategy is a good hedge against equity underperformance Read more > Market Mirror Friday, the Dow was up 53.91 points (0.21%) at 26,071.72, the NASDAQ closed 40.33 points (0.55%) higher at 7,336.38, and the S&P 500 increased 12.27 points (0.44%) to 2,810.30. The Russell 2000 climbed 20.90 points (1.33%) to 1,597.63, and the Wilshire 5000 gained 167.42 points (0.58%) to finish at 29,152.19.   The price of the 10-year Treasury note was down 9/32, increasing its yield to 2.660%. The price of the 30-year Treasury bond decreased 19/32, bringing its yield up to 2.933%.   WEEK’S WORTH: For the week ending January 19, the Dow climbed 1.04%, the NASDAQ gained 1.04%, and the S&P 500 finished 0.86% higher. The Russell 2000 was up 0.36%, and the Wilshire 5000 increased 0.81%.

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