June 22nd, 2018

Most Retirees Only Withdrawing Required Minimum Distribution A mere 21% feel confident about drawing down their retirement plan assets, Ameriprise Financial found in a survey. Read more > ESG Investing Continues to Rise Yet, according to ClearPoint Financial Partners, the investing strategy only accounts for less than 1% of the $7.7 trillion U.S. defined contribution (DC) retirement market.  Read more > PSNC 2018: Educating Participants on Plan Data Plan sponsors have a duty to alert and inform participants of any data changes, and ensure they are receiving the right education on it. Read more > Tips for Establishing and Maintaining Plan Documents Plan sponsors have a fiduciary duty to operate in accordance with the plan document, but an ERISA attorney shares common cases when mistakes are made. Read more > Mandate Issued by 5th Circuit to Officially Vacate DOL Fiduciary Rule While the deadline had already technically passed for the DOL to appeal the circuit court ruling vacating its fiduciary rule reforms, this highly anticipated move by the court is truly the end of an era. Read more > MOST READ ARTICLES

Sponsored message from Voya Target Date Fund Selection: More than Active vs. Passive Learn why glide path and asset allocation matter more than active or passive in TDFs. Read more > BidMoni Rolls Out FiduciaryShield The platform allows retirement plans to solicit bids from retirement plan providers. Read more > Current Focus How DCIO providers are positioning themselves to stand out Read more > Market Mirror Thursday, the Dow fell 196.10 points (0.80%) to 24,461.70, the NASDAQ closed 8.56 points (0.88%) lower at 7,712.95, and the S&P 500 was down 17.56 points (0.63%) at 2,749.76. The Russell 2000 decreased 18.04 points (1.06%) to 1,688.95, and the Wilshire 5000 lost 240.72 points (0.83%) to finish at 28,784.18.   The price of the 10-year Treasury note was up 11/32, decreasing its yield to 2.898%. The price of the 30-year Treasury bond increased 17/32, bringing its yield down to 3.046%.

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