January 8th, 2018

Liquidity Fees and the Fiduciary Duty of Best Execution Retirement plan fiduciaries must understand the expenses their participants pay to make trades and access investments, but their duty to monitor and ensure reasonableness is not limited to the issue of pricing alone. Read more > With Participation Rates Flat, Some NQDC Plan Sponsors to Make Changes More than half plan to add to or enhance plan education and communication programs, and 21% plan to offer or enhance a company match. Read more > O’Neil Digital Solutions Offers Document Management Platform Mark Rossen, vice president of sales and marketing at O’Neil Digital Solutions, said the company’s goal was to help advisers strengthen relationships with their customers by providing them with “confidential and time-sensitive documents anywhere and in any format they choose.” Read more > Retirement Industry People Moves Lincoln hires sales manager for intermediate retirement plan market services; Janney announces changes to Taxable Fixed Income Group; EPIC collaborates with Qualified Plan Advisors to expand services; and more. Read more > More DC Plans Using CITs Competitive pricing is putting this vehicle on the map Read more > MOST READ ARTICLES

Sponsored message from Voya Financial Bill Harmon discusses Voya’s Focus On Culture and Special Needs Planning Click to View Read more > Peer Review 2017 PLANADVISER Practice Benchmarking Survey Read more > The Next Step Adviser choices on participant-level fiduciary recommendations Read more > Market Mirror Friday, the Dow climbed 220.74 points (0.88%) to 25,295.87, the NASDAQ gained 58.64 points (0.83%) to finish at 7,136.56, and the S&P 500 closed 19.16 points (0.70%) higher at 2.743.15. The Russell 2000 was up 4.29 points (0.28%) at 1,560.01, and the Wilshire 5000 increased 167.33 points (0.59%) to 28,440.55. The price of the 10-year Treasury note was down 5/32, increasing its yield to 2.472%. The price of the 30-year Treasury bond decreased 10/32, bringing its yield up to 2.803%. WEEK’S WORTH: For the week ending January 5, the Dow finished 2.33% higher, the NASDAQ climbed 3.38%, and the S&P 500 gained 2.60%. The Russell 2000 was up 1.60%, and the Wilshire 5000 increased 2.33%.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 400, Rockville, MD 20850