June 1st, 2018

Franklin Templeton Report Tackles 529 Plan Myths As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers have highlighted the opportunities presented by 529 plans. Read more > IRS Issues How-To Guidance for Prorating Short Plan Years Two new IRS publications lay out important rules and clarifications for when and how to prorate compensation and benefit limits for short plan years. Read more > Chartered SRI Counselor Designation Introduced By CFFP According to the College for Financial Planning, investors of all kinds are clamoring for more information about sustainable investments and corporate responsibility. Read more > Reported Gifts to Grads Indicates Millennials Understand Financial Issues Facing Them Millennials are more likely than Gen Xers or Baby Boomers to give the gift of help with financial obligations, such as student loan payments and bills; financial education tools; and shares of stocks, bonds, mutual funds, etc. Read more > MOST READ ARTICLES

Sponsored message from Ascensus State-Run Retirement Plans: The Adviser Opportunity An Interview with David Musto, President, and Bob Guillocheau, Chariman & CEO at Ascensus Read more > IRS Reminds Non-Electing Church Plans of Qualification Requirements While non-electing church plans are not subject to most ERISA requirements, they are subject to pre-ERISA regulations. Read more > Investment Products and Services Launches MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans. Read more > Market Mirror Thursday, the Dow fell 251.94 points (1.02%) to 24,415.84, the NASDAQ closed 20.34 points (0.27%) lower at 7,442.12, and the S&P 500 decreased 18.74 points (0.69%) to 2,705.27. The Russell 2000 was down 14.38 points (0.87%) at 1,633.61, and the Wilshire 5000 lost 196.31 points (0.69%) to finish at 28,218.46.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.860%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 3.025%.

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