Tag: nondiscrimination testing

Compliance August 26th, 2019

IRS Adds Year to Closed DB Plan Nondiscrimination Relief

The IRS still anticipates issuing final regulations on closed DB plan nondiscrimination rules.

Compliance August 28th, 2018

IRS Extends Closed DB Plan Nondiscrimination Relief Through 2019

The new extension makes nondiscrimination relief available for plan years beginning before 2020, if the conditions of Notice 2014-5 are satisfied.

THOUGHT LEADERSHIP
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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

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MARKET MIRROR

Yesterday, the Dow gained 31.33 points (0.11%) to finish at 28,036.22, the NASDAQ closed 9.11 points (0.11%) higher at 8,549.94, and the S&P 500 increased 1.57 points (0.05%) to 3,122.03. The Russell 2000 was down 4.11 points (0.26%) at 1,592.34, and the Wilshire 5000 was up 8.67 points (0.03%) at 31,760.55.

The price of the 10-year Treasury note increased 2/32, bringing its yield down to 1.814%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.297%.

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2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.