Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 10th, 2018
Employees Not Valuing Debt Help in Financial Wellness Programs
Yet, nearly three-quarters (71%) of those responding to an EBRI survey who said debt was a major problem worried about finances at work. Read more >
Commenters Against Federal Licensing, CE and Financial Responsibility Requirements for Advisers
The SEC included these proposals as part of its proposed best interest standards for investment advisers. Read more >
Wealth Managers to Build Platforms for ESG Investing
This will drive broader growth in ESG, Cerulli Associates says. Read more >
New Non-Qualified Plan Provider Aims to Drive Substantive Change
CapAcuity has entered the non-qualified retirement plan provider market. Read more >
Western Region Sees Strongest Adviser Growth
Of the 805,623 non-clerical employees of SEC-registered firms, more than half spend the bulk of their time providing investment advisory services or research. Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Once They Catch On, PEPs Could Grow Exponentially
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Many Near-Retirees Don't Understand Social Security Benefits
Sponsored message from J.P. Morgan
J.P. Morgan Case study: Reverse the Search for potential discounts
Discover how you can maintain a prudent target date fund and recordkeeper selection while taking advantage of potential discounts simply by reversing the order you search for these providers. VIEW THE CASE STUDY > Read more >
Investment Product and Service Launches
First Trust Introduces Dorsey Wright Momentum Plus ETFs; T. Rowe Price Closes 23-Year-Old Fund; Fidelity Merges Active and Passive Funds in New TDF Suite; and more. Read more >
Retirement Industry People Moves
OneAmerica Expands Sales Team with Three Hires; Mesirow Board of Directors Member Appointed as CEO; LifeYield and SS&C Merge to Produce Adviser Solutions Suite; and more. Read more >
Market Mirror
Friday, the Dow fell 79.33 points (0.31%) to 25,916.54, the NASDAQ closed 20.19 points (0.25%) lower at 7,902.54, and the S&P 500 decreased 6.37 points (0.22%) to 2,871.68. The Russell 2000 was down 1.29 points (0.08%) at 1,713.18, and the Wilshire 5000 lost 70.80 points (0.24%) to finish at 29,919.29.   The price of the 10-year Treasury note decreased 17/32, bringing its yield up to 2.938%. The price of the 30-year Treasury bond fell 31/32, increasing its yield to 3.102%.   WEEK’S WORTH: For the week ending September 7, the Dow was down 0.19%, the NASDAQ fell 2.55%, and the S&P 500 decreased 1.03%. The Russell 2000 lost 1.58%, and the Wilshire 5000 finished 1.17% lower.
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850