November 30th, 2018

Strategies to Maximize Social Security and Medicare When to start taking Social Security is one of the most important, and complicated, financial decisions a person can make. Read more > Helping DB Plan Clients Plan for 2019 and Beyond Willis Towers Watson offers investment considerations for sponsors of defined benefit plans. Read more > Employers Describe Financial Wellness Initiatives as Pilot or Ad Hoc Programs Few employers surveyed by the Employee Benefit Research Institute (EBRI) currently consider the financial wellness initiatives as “holistic” programs, and they noted challenges to offering these programs. Read more > Milliman Launches Account Lock Feature The solution allows participants to “lock down” their accounts to prevent any distributions or loans from being initiated. Read more > Fiduciary Insurance Is Critical Insurers scrutinize potential customers more carefully Read more > MOST READ ARTICLES

Retirement Income Conversations Drive New Wells Fargo Resource To help improve participant planning, the Retirement Income Planning Center provides resources to help create a retirement budget and income plan, which Wells Fargo says are two essentials for determining whether one is on track for retirement. Read more > Investment Product and Service Launches Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more. Read more > Market Mirror Thursday, the Dow was down 27.59 points (0.11%) at 25,338.84, the NASDAQ lost 18.51 points (0.25%) to finish at 7,273.08, and the S&P 500 closed 5.99 points (0.22%) lower at 2,737.80. The Russell 2000 fell 5.00 points (0.33%) to 1,525.39, and the Wilshire 5000 decreased 58.82 points (0.21%) to 28,234.28. The price of the 10-year Treasury note was up 8/32, decreasing its yield to 3.028%. The price of the 30-year Treasury bond increased 15/32, bringing its yield down to 3.322%.

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