July 9th, 2018

Plan Documents Require Update After Tax Reform The new law extends the time a participant has to repay loans from 60 days after an offset to the date their tax return is due. Read more > In Focus at UBS: Equity Compensation Technology and the Participant Experience Besides discussing the rollout of UBS One Source, Michael Barry offers some broader ideas about the role of equity compensation and the importance of communicating the value of equity awards to employees. Read more > OregonSaves State-Based DC Plan Marks First Birthday According to state authorities, the combined savings of the first groups of participating savers is approaching $5 million. Read more > Retirement Industry People Moves Church Pension Fund announces series of appointments, and INTAC joins Ascensus TPA Solutions division. Read more > MOST READ ARTICLES 1 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 2 2020 PLANADVISER National Conference 3 A New World and New Opportunities for Alpha 4 $10M NRECA Settlement Agreement Includes Administrative Changes 5 More Sutter Health 403(b) Plan Participants Challenge Plan Investments

Sponsored message from Voya A Holistic Approach to Target Date Design TDFs are easy to use but hard to judge – here are the factors plan fiduciaries should know. Download the white paper Read more > The Status of Company Matches Overall, 73.7% of plans offer a match, down from 74.7% last year Read more > A Role for Both Active and Passive Advisers like the lower fees of passive, plus the upside of active, investing Read more > Market Mirror Friday, the Dow closed 99.74 points (0.41%) higher at 24,456.48, the NASDAQ gained 101.96 points (1.34%) to finish at 7,688.39, and the S&P 500 increased 23.21 points (0.85%) to 2,759.82. The Russell 2000 was up 14.57 points (0.87%) at 1,694.05, and the Wilshire 5000 climbed 247.7 points (0.87%) to 28,869.28.   The price of the 10-year Treasury note was up 3/32, decreasing its yield to 2.823%. The price of the 30-year Treasury bond increased 11/32, bringing its yield down to 2.931%.   WEEK’S WORTH: For the week ending July 6, the Dow was up 0.76%, the NASDAQ gained 2.37%, and the S&P 500 increased 1.52%. The Russell 2000 climbed 3.10%, and the Wilshire 5000 finished 1.67% higher.

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