Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 16th, 2018
Legislation Would Boost Retirement Plans for Small Businesses
It would raise the contribution limits for SIMPLE plans and modernize form filing requirements. Read more >
Fi360 Sees More Interest from Wealth Advisers
Previewing two new Fiduciary Focus Toolkit reports that help plan advisers optimize their workflow, Fi360’s product strategy leader pointed to increased interest in fiduciary support among traditionally wealth-focused firms. Read more >
Retirement Industry People Moves
Carillon Tower Advisers Adds Array of Sales Team Members; Kestra Financial Partners with Merrick Financial; Russell Investments Hires Regional Investment Consultants; and more Read more >
Investment Product and Service Launches
Ticker Tocker and Tradier Integrate to Offer Unlimited Commission-Free Equity Trades; DWS Creates Additional Xtrackers ETFs;  Hueler Analytics Creates Due Diligence Feature Aimed at Fiduciaries; and more. Read more >
MOST READ ARTICLES
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Many Retirees Spending More Than They Expected
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Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits
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First Deadline Looming for SEC Electronic Disclosure Compliance
4
Bristol-Myers Squibb to Terminate $3.8 Billion Pension
5
2019 Planning for DC Plan Clients
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Survey Links Optimism to Health
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Few Advisers Plan for Succession
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Market Mirror
Friday, the Dow closed 94.52 points (0.38%) higher at 25,019.41, the NASDAQ was up 2.06 points (0.03%) at 7,825.98, and the S&P 500 increased 3.02 points (0.11%) to 2,801.31. The Russell 2000 was down 3.20 points (0.19%) at 1,687.08, and the Wilshire 5000 increased 26.93 points (0.09%) to 29,261.38.   The price of the 10-year Treasury note was up 5/32, decreasing its yield to 2.828%. The price of the 30-year Treasury bond increased 9/32, bringing its yield down to 2.930%.   WEEK’S WORTH: For the week ending July 13, the Dow gained 2.30%, the NASDAQ finished 1.9% higher, and the S&P 500 increased 1.50%. The Russell 2000 decreased 0.41%, and the Wilshire 5000 was up 1.36%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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