Tag: non-ERISA 403(b) plans

Compliance August 13th, 2018

Non-ERISA 403(b) Plan Sponsor Cited for Late Deposit of Deferrals

A charter school in New Orleans has been told it has violated federal law and its obligations regarding financial management as identified in the charter operating agreement.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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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What's Driving the Growth of Semi-Custom TDFs?

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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Ascensus Outlook and Growth Strategy

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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HSA Myths and Misconceptions

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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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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Who Should Use a Health Savings Account?

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

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

Two Key Themes for DC Plans
Sponsored by PIMCO

MARKET MIRROR

Friday, the Dow closed 86.52 points (0.32%) higher at 26,743.50, the NASDAQ fell by 42.38 points (0.51%) to close at 7,986.96, and the S&P 500 lost 1.08 points (0.04%) to finish at 2,929.67. The Russell 2000 lost 7.87 points (0.46%) to finish at 1,712.32, and the Wilshire 5000 dropped by 38.29 points (0.13%) to end at 30,424.00. The price of the 10-year Treasury bond remained flat, with its yield staying at 3.064%, and the price of the 30-year Treasury bond fell by 3/32, increasing its yield to 3.202%. WEEK’S WORTH: For the week ending September 21, the Dow increased by 2.25%, the NASDAQ fell by 0.28%, and the S&P 500 rose by 0.84%. The Russell 2000 dropped by 0.54%, and the Wilshire 5000 rose by 4.29%.

Industry White Papers

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