September 21st, 2018

Vast Majority of Intermediaries Expect Financial Wellness Programs to Expand Eighty-four percent of intermediaries expect sales of financial wellness programs will expand in the next three to five years, Prudential found. Read more > Exploring How Sponsors Can Offer Guaranteed Lifetime Income One option is through a profit sharing plan that invests the money in an annuity once a participant retires. Read more > Principal Launches New Financial Wellness Program Principal Milestones, which includes iGrad’s Enrich financial wellness program, helps participants access comprehensive financial education resources all in one place. Read more > Investment Product and Service Launches MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths; Delta Data launches proprietary product manager; and AXA doubles down on SRI/ESG integration. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Many Near-Retirees Don't Understand Social Security Benefits 5 Once They Catch On, PEPs Could Grow Exponentially

A Secure Retirement for Only 50% 8 out of 10 households could be fine—if costs could be reduced Read more > Examining Two Industry M&As A shared vision for the future drives deals Read more > Market Mirror Thursday, the Dow was up 251.22 points (0.95%) at 26,656.98, the NASDAQ closed 78.19 points (0.98%) higher to 8,028.23, and the S&P 500 gained 22.80 points (0.78%) to close at 2,930.75. The Russell 2000 gained 17.25 points (1.01%) to finish at 1,720.18, and the Wilshire 5000 gained 229.94 points (0.76%) at 30,469.29. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 3.064%. The price of the 30-year Treasury bond increased 8/32, decreasing its yield to 3.197%.

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