Tag: non-ERISA 403(b)s

Compliance June 18th, 2018

Non-ERISA 403(b)s Should Pay Attention to SEC Proposed Conflict of Interest Rule

Participants in non-ERISA 403(b) plans could be considered "retail customers" under a section of the SEC's proposal, a law alert warns.

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An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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 Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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 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 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

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An interview with Steve Christenson, EVP at Ascensus

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%.

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