Tag: nonprofit and charity employers

Compliance May 9th, 2018

Remind 403(b) Plan Clients to File Form 990

Failure to do so could result in their tax-exempt status being revoked, which will affect their ability to offer 403(b) plans.

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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

Yesterday, the Dow lost 181.45 points (0.68%) to finish at 26,562.05, the NASDAQ was up 6.29 points (0.08%) at 7,993.25, and the S&P 500 decreased 10.30 points (0.35%) to 2,919.37. The Russell 2000 was down 7.00 points (0.41%) at 1,705.32, and the Wilshire 5000 closed 110.64 points (0.36%) lower at 30,313.36.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 3.076%. The price of the 30-year Treasury bond decreased 832, bringing its yield up to 3.214%.

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