May 7th, 2018

Client Service Q&A Part Two: Practice Differentiation and a Shifting Employment Landscape Following up on a broad discussion of market volatility, John Diehl, SVP of strategic markets for Hartford Funds, encourages advisers to consider new means to separate their service offerings from the competition; he also offers a sneak peek at some forthcoming research produced in partnership with the MIT AgeLab. Read more > Aon Hewitt Investment Consultants, Lowe’s 401(k) Plan Latest Target of ERISA Lawsuit Aon Hewitt Investment Consulting and Lowe’s are being sued by the participants of the Lowe’s 401(k) retirement plan; the proposed class of plaintiffs puts forward a variety of familiar ERISA fiduciary breach claims. Read more > Helping Plan Sponsors Establish Internal Controls A plan auditor speaking at the Plan Sponsor Council of America (PSCA) 71st Annual National Conference suggested internal controls plan sponsors should have in place for eligibility, compensation, and contributions and loans. Read more > Confidence in Retirement Planning Correlates With Higher Retirement Income Individuals who have an adviser are more likely to be on track to create adequate retirement income—by a wide margin, a study by Empower found. Read more > MOST READ ARTICLES

Sponsored message from DST Systems Best Practices for Addressing Automatic Participant Rollovers Helping plan sponsors save time and money while reconnecting participants with their retirement savings. Download White Paper Read more > Beacon Wealth Consultants Offers Platform With Biblically Responsible Investment Options Retirement plan administration platform the LightPoint Kingdom(k) retirement plan aims at Christian business owners. Read more > Investment Products and Services Launches Russell Investments Discusses New ESG Finding; Merrill Lynch Brand Designs ESG Portfolios; and EDHEC-Risk Institute Examines Retirement Products and TDFs. Read more > Retirement Industry People Moves PanAgora as Head of Trading and Implementation; American College of Financial Services President Resigns; and more. Read more > Market Mirror Friday, the Dow climbed 332.36 points (1.39%) to 24,262.51, the NASDAQ closed 121.47 points (1.71%) higher at 7,209.62, and the S&P 500 increased 33.69 points (1.28%) to 2,663.42. The Russell 2000 was up 19.05 points (1.23%) at 1,565.60, and the Wilshire 5000 gained 351.57 points (1.29%) to finish at 27,699.07.   The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.946%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 3.121%.   WEEK’S WORTH: For the week ending May 4, the Dow decreased 0.20%, the NASDAQ climbed 1.26%, and the S&P 500 finished 0.24% lower. The Russell 2000 gained 0.60%, and the Wilshire 5000 was down 0.13%.

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