Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 30th, 2018
Announcing the 2018 PLANSPONSOR Retirement Plan Adviser of the Year Winners
These exceptional retirement plan practices and individuals stand out for many reasons. All are forward-looking and embracing best practices early and often. Read more >
ERIC Settles Lawsuit With Oregon Retirement Savings Board
In the lawsuit, ERIC argued that the Employee Retirement Income Security Act (ERISA) pre-empts the reporting requirements in the OregonSaves state-run retirement program for private-sector workers. Read more >
With DOL Fiduciary Expansion Faltering, CFP Board Requires Best Interest Service
The Certified Financial Planner Board of Standards has adopted a revised ethics code that requires a CFP professional to act as a fiduciary in all client service contexts, and therefore, to act in the best interests of the client at all times when providing financial advice. Read more >
Majority of Workers Feel Financially Stressed
Nearly one in four say retirement planning is a touchpoint for financial stress Read more >
Invesco to Purchase OppenheimerFunds, owned by MassMutual
2018 PLANADVISER National Conference
Two Key Themes for DC Plans
Partnership Offers Advisers Chance to Build 401(k) Business
Church Failed to Provide Retirement Benefits to Former Employees
Sponsored message from Voya Financial
Industry Trends - Consolidation, Technology and Client Solutions.
A discussion with Bill Harmon, President of Retirement Corporate Markets, Voya Financial. Read more >
New Research Reveals Key Actions for Plan Sponsors
Advisers and plan providers are tackling participants’ desire for ESG and retirement income plan options. Read more >
Investment Products and Services Launches
JULY Adds Stadion ETF to Platform; Nationwide Increases Fund Offerings with New ETF; and Fairpointe Capital Releases ESG-centralized Approach. Read more >
Market Mirror
Thursday, the Dow was up 254.69 points (1.07%) at 24,103.11, the NASDAQ climbed 114.22 points (1.64%) to 7,063.45, and the S&P 500 closed 35.87 points (1.38%) higher at 2,640.87. The Russell 2000 increased 16.40 points (1.08%) to 1,529.43, and the Wilshire 5000 gained 373.66 points (1.38%) to finish at 27,410.72.   The price of the 10-year Treasury note increased 12/32, bringing its yield down to 2.742%. The price of the 30-year Treasury bond climbed 28/32, decreasing its yield to 2.977%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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