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 > MOST READ ARTICLES

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%.

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