July 13th, 2018

Independent RIAs’ AUM Grew 16.2% in 2017 The median firm increased its client base by 4.8% last year, up from 3.6% the year before. Read more > Simplifying Information in 401(k) Plans Doesn’t Lead to Better Decisions The “Less Is Not More” study set out to determine whether presenting retirement plan information in a more compact and accessible way increases participation and results in better investment decisions. Read more > Operating Under Rules of ERISA Does Not Mean Church Plan Elected to Be ERISA Plan In a series of private letter rulings, the IRS has determined that plans in question, including a 403(b) plan, are church plans under the definition clarified in a Supreme Court decision. Read more > Small Plans Must Embrace Auto Features, for Employees’ Sake Employees of small businesses with retirement plans that include automatic enrollment have far higher participation rates across all demographic variables, according to new data shared by Vanguard. Read more > MOST READ ARTICLES

Sponsored message from PIMCO What Retirement Consultants Think Most 401(k) consultants support additional services in plans for retirees. Download White Paper Read more > Lincoln Offers Financial Wellness Tool for Employers After completing a simple quiz, employees are given a wellness score and actionable steps they can follow to improve that score. Read more > Ladenburg Reveals Retirement Plan Consulting Platform The underlying technology will be provided by Retirement Plan Advisory Group and delivered to advisers with the support of a centralized team of retirement specialist consultants. Read more > Market Mirror Thursday, the Dow gained 224.44 points (0.91%) to close at 24,924.89, the NASDAQ closed 107.31 points (1.39%) higher at 7,823.92, and the S&P 500 increased 24.27 points (0.87%) to finish at 2,798.29. The Russell 2000 increased 6.61 points (0.39%) to 1,690.28, and the Wilshire 5000 gained 250.79 points (0.87%) to 29,234.45.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.850%. The price of the 30-year Treasury bond decreased 4/32, bringing its yield up to 2.945%.

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