Tag: prototype retirement plan documents

Compliance August 20th, 2018

Providers of Pre-Approved Documents Have Longer to File for Opinion Letter

The IRS has extended the deadline for submitting on-cycle applications for opinion letters for pre-approved defined contribution (DC) plans for the third six-year remedial amendment cycle to December 31, 2018, from October 1, 2018.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Wednesday, the Dow gained 316.01 points (0.93%) to finish at 34,137.31, the Nasdaq closed 163.95 points (1.19%) higher at 13,950.22, and the S&P 500 was up 38.48 points (0.93%) at 4,173.42. The Russell 2000 increased 51.42 points (2.35%) to 2,239.63, and the Wilshire 5000 climbed 465.35 points (1.08%) to 43,673.61.

The prices of the 10-year Treasury note and 30-year Treasury bond were virtually unchanged, with their yields down to 1.560% and 2.255%, respectively.

Industry White Papers

Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.
The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.