June 18th, 2019

Investors, Advisers Foresee Increased Volatility Both groups have become less optimistic since the start of the year, according to Nationwide. Read more > Rhode Island Moves Closer to Church Pension Transparency Both chambers of the state assembly have passed legislation that would require religious organizations that manage pension plans to send regular updates on the financial health of the pensions to plan participants. Read more > Nudging Participants to Rebalance Portfolios For those plans where participants are left to make investment decisions on their own, experts agree, it is critically important for advisers to educate them about the proper diversification. Read more > Getting the Most Out of Retirement Plan Solutions In the universe of retirement options, there are a lot of bright stars—401(k)s, IRAs, Roth 401(k)s, and more. And while each of these plans offers its own distinct advantages, shining among them in the retirement stratosphere is the often-overlooked HSA (health savings account). HSAs have gained tremendous popularity thanks to their ability to create peace of mind today, while generating income for the future. Read more > MOST READ ARTICLES 1 $300 Million Plan Faces ERISA Fiduciary Breach Lawsuit 2 DOL Aims to Quickly Simplify Conflict of Interest Framework 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Wawa ERISA Settlement Valued at Nearly $22M 5 How Advisers Serving MEPs and PEPs Can Be Conflicted

Principal Announces Incoming Wells Fargo Members to Leadership Teams Joe Ready is taking a new role as head of Trust and chief fiduciary officer for Wells Fargo Wealth & Investment Management, and will remain connected to the integration of Principal and Wells Fargo Institutional Retirement & Trust, supporting client and employee transitions. Read more > Webinars Multiply Possibilities As many as a quarter of workers view them Read more > Market Mirror Yesterday, the Dow increased 22.92 points (0.09%) to 26,112.53, the NASDAQ gained 48.37 points (0.62%) to finish at 7,845.02, and the S&P 500 was up 2.69 points (0.09%) at 2,889.67. The Russell 2000 climbed 10.25 points (0.67%) to 1,532.75, and the Wilshire 5000 closed 50.44 points (0.17%) higher at 29,735.20.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.086%. The price of the 30-year Treasury bond increased 25/32, bringing its yield down 2.573%.

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