September 28th, 2018

PANC 2018: DOL Audits of Retirement Plan Advisers The DOL wants to ensure that retirement plan advisers are delivering on all services listed in their contracts with retirement plan sponsors. Read more > Amendment Would Add Annuity Selection Safe Harbor to Retirement Bill The amendment is a fiduciary rule safe harbor for the selection of a lifetime income provider for retirement plans. Read more > LGBTQ Retirement Savers Need Balance in Their Investment Allocations Thirty-one percent of LGBTQ respondents to a MassMutual survey acknowledge that they may be taking more risk than they should compared to 22% of other retirees and pre-retirees. Read more > PANC 2018: Stable Value Fund Mechanics Ten years after the Great Recession, there continues to be a great focus on the best way to handle capital preservation on the DC retirement plan menu. Read more > MOST READ ARTICLES

DC Plan Features Appreciated by Participants Who Want Saving and Investing Help Sixty-one percent of all participants surveyed by J.P. Morgan agreed with the statement, “If I could push an ‘easy’ button for retirement and completely hand over my retirement planning and investing to a financial professional, I would.” Read more > Investment Product and Service Launches Lockwood Adds Expansive Model Portfolios to Managed Account Platform; Capital Group Adopts PFaroe; PGIM Lengthens ETF Space with Second Actively Managed Fund; and more. Read more > Market Mirror Thursday, the Dow closed 54.65 points (0.21%) lower at 26,439.93, the NASDAQ increased 51.60 points (0.65%) to 8,041.97, and the S&P 500 was up 8.03 points (0.28%) at 2,914.00. The Russell 2000 was down 1.08 points (0.06%) at 1,690.53, and the Wilshire 5000 decreased 51.74 points (0.17%) to 30,250.87. The price of the 10-year Treasury note decreased 2/32, bringing its yield up to 3.053%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 3.184%.

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