May 8th, 2019

Financial Wellness Programs Make a Marked Difference in Retirement Preparedness Over the course of five years, the percentage of those who feel they are prepared for retirement more than doubled. Read more > Underlying Findings About Retirement Confidence Show Worker Concerns Many workers feel unprepared for health expenses in retirement, have not prepared very well and plan to work later, the EBRI Retirement Confidence Survey found. Read more > Gig Workers Receptive to Financial Advice Overall, gig workers report more difficulty with nearly all financial tasks, a Hearts & Wallets survey found. Read more > State-Based Fiduciary Standards Some legislators and regulators act to fill a perceived void Read more > MOST READ ARTICLES 1 Franklin Templeton to Acquire Putnam for $925 Million 2 Congress Says It Will Fix at Least 4 Errors in SECURE 2.0 3 Smart Acquires Managed Account Provider ProManage 4 Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say 5 FINRA Fines Vanguard for Overstating Money Market Projections

Managed Accounts as the QDIA Advisers make a difference in some cases, but not all Read more > Unified Trust Builds Second 401(k) Rollover Solution The Rollover Wizard tool comes two years after Unified Trust created its Managed Rollover Solution, and analyzes benefits, fees and service models. Read more > Market Mirror Tuesday, the Dow closed 473.39 points (1.79%) lower at 25,965.09, the NASDAQ lost 159.53 points (1.96%) to finish at 7,963.76, and the S&P 500 was down 48.42 points (1.65%) at 2,884.05. The Russell 2000 fell 32.66 points (2.02%) to 1,582.31, and the Wilshire 5000 decreased 506.55 points (1.67%) to 29,837.14.   The price of the 10-year Treasury note was up 9/32, decreasing its yield to 2.454%. The price of the 30-year Treasury bond increased 22/32, bringing its yield down to 2.865%.

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