May 18th, 2018

Plan Sponsor Challenged in a Lawsuit for Using Untested Hewitt Funds The plaintiffs say that since these experimental funds were added to the plan in 2013, they have consistently underperformed their benchmarks, and have underperformed the funds they replaced by tens of millions of dollars Read more > Americans Remained Committed to Their 401(k)s in 2017 Only 2.7% discontinued contributions, according to the ICI. Read more > Assets, Not Age, Will Determine Retirement Date for Many Defining retirement goals by a particular age can be risky, according to LIMRA Secure Retirement Institute research, as it doesn’t account for the actual savings and assets available to support the person in retirement. Read more > Millennials Increasingly Embrace Roth and Traditional IRAs The percentage of people who contributed to their Fidelity IRA in Q1 2018 increased 14% over a year ago; among Millennials, IRA contributions increased even more. Read more > Don’t Let Average be Your Benchmark Active bond managers have outperformed passive over the last ten years in a variety of market conditions.* The more challenging the market environment, the more investors need an active approach to help them achieve their objectives. Read more > MOST READ ARTICLES

Sponsored message from J.P. Morgan Deliver a strategic business plan to execute on your clients’ goals 97% of clients agree J.P. Morgan Retirement Link relationship managers deliver a strategic business plan to execute on their plan goals. Leverage our team with an average of 25 years’ experience to complement your client service model and empower better decisions. Learn more about Retirement Link > Read more > Parents Keeping Retirement Savings Separate From Retirement Savings Only 10% plan to tap their retirement savings to help fund their child’s college education. Read more > Investment Products and Services Launches TD Ameritrade Adds ESG Investment Models and First Trust Creates Index-Based ETF. Read more > Market Mirror Thursday, the Dow closed 54.95 points (0.22%) lower at 24,713.98, the NASDAQ decreased 15.82 points (0.21%) to 7,382.47, and the S&P 500 was down 2.33 points (0.09%) at 2,720.13. The Russell 2000 increased 8.92 points (0.55%) to 1,625.29, and the Wilshire 5000 was up 5.85 points (0.02%) at 28,328.84.   The price of the 10-year Treasury note was down 2/32, increasing its yield to 3.106%. The price of the 30-year Treasury bond decreased 19/32, bringing its yield up to 3.249%.

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