Tag: DB plan lump sum window

Client Service August 28th, 2018

Weyerhaeuser Reveals Plans to Reduce Pension Liabilities

The company will offer a lump-sum distribution window to certain participants and transfer certain retiree assets to a group annuity.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

MARKET MIRROR

Friday, the Dow surged by 337.27 points (1.22%) to reach 28,015.06, NASDAQ rose by 85.83 points (1.00%) to 8,656.53, and the S&P 500 gained 28.48 points (0.91%) for a 3,145.91 close. The Russell 2000 gained 19.00 points (1.18%) to finish at 1,633.84, and the Wilshire 5000 rose by 281.08 points (0.89%) to end at 32,039.01. The price of the 10-year Treasury note fell by 3/32, increasing its yield to 1.841%, and the price of the 30-year Treasury bond was off by 28/32, increasing its yield to 2.284%.

WEEK’S WORTH: For the week ended December 6, the Dow edged downward by 0.13%, the S&P 500 ticked upwards by 0.16%, and the NASDAQ was off by 0.10%. The Russell 2000 gained 0.57%, and the Wilshire 5000 ever so barely rose by 0.04%.

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