Tag: ERISA fiduciary duty

Compliance October 17th, 2018

Putnam Proprietary Fund Suit Revived on Appeal

Finding "errors of law" in a district court's decision, the 1st Circuit remanded the duty of prudence claims for review.

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

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

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An interview with Steve Christenson, EVP at Ascensus

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An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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An interview with Steve Christenson, EVP at Ascensus

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

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

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

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

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

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

Friday, the Dow gained 336.25 points (1.38%) to finish at 24,706.35, the NASDAQ closed 72.77 points (1.03%) higher at 7,157.23, and the S&P 500 increased 34.75 points (1.32%) to 2,670.71. The Russell 2000 was up 15.25 points (1.04%) at 1,482.50, and the Wilshire 5000 climbed 350.77 points (1.29%) to 27,617.22.

The price of the 10-year Treasury note was down 10/32, increasing its yield to 2.787%. The price of the 30-year Treasury bond decreased 15/32, bringing its yield up to 3.099%.

WEEK’S WORTH: For the week ending January 18, the Dow climbed 2.96%, the NASDAQ increased 2.66%, and the S&P 500 gained 2.87%. The Russell 2000 was up 2.43%, and the Wilshire 5000 finished 2.84% higher

Fiduciary outsourcing: Understanding the options Explore fiduciary outsourcing options that simplify plan operations and investments while mitigating risk.
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