Tag: qualified domestic relations order

Compliance December 27th, 2017

Court Decision Provides Lessons for What Constitutes a QDRO

An appellate court found a divorce decree met all the requirements of a QDRO under ERISA.

THOUGHT LEADERSHIP
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An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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

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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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Who Should Use a Health Savings Account?

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

MARKET MIRROR

Yesterday, the Dow fell 142.70 points (0.52%) to 27,076.82, the NASDAQ closed 23.17 points (0.28%) lower at 8,153.54, and the S&P 500 lost 9.43 points (0.31%) to finish at 2,997.96. The Russell 2000 was up 6.46 points (0.41%) at 1,584.60, and the Wilshire 5000 decreased 46.58 points (0.15%) to 30,717.92.

The price of the 10-year Treasury note increased 27/32, bringing its yield down to 1.845%. The price of the 30-year Treasury bond climbed 1 2/32, decreasing its yield to 2.317%.

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It’s Time to Get Serious About Retirement Income Solutions Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets.
The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.