Tag: recordkeeper

Client Service October 1st, 2018

PANC 2018: Understanding the Participant Mind

Obtaining data on participants from retirement readiness tools, recordkeepers and aggregation tools is important in order to tailor effective communications.

Practice Management October 1st, 2018

PANC 2018: Now What?

How retirement plan advisers need to function as business owners in order to grow their practices.

Data & Research February 22nd, 2018

DC Plan Investors Stayed the Course in the First Nine Months of 2017

Only 2.4% discontinued contributions, a mere 2.8% took withdrawals and just 1.3% took hardship withdrawals, ICI data show

Compliance December 4th, 2017

Excessive Fee Suit Filed Against Multiemployer Plan

The lawsuit challenges the use of retail share classes for the plan's investment menu and revenue-sharing paid to the plan's recordkeeper.

MARKET MIRROR

Friday, the Dow rose 123.95 points (0.49%) to use at 25,413.22, the NASDAQ shed 11.16 points (0.15%) to finish at 7,247.87, and the S&P 500 ticked up by 6.07 points (0.22%) to close at 2,736.27. The Russell 2000 inched upward by 3.41 points (0.22) to 1,527.53, and the Wilshire 500 rose by 47.32 points (0.17%) to 28,206.18. The price of the 10-year Treasury bond was up 12/32, decreasing its yield to 3.070%. The price of the 30-year Treasury bond was up 22/32, decreasing its yield to 3.325%. WEEK’S WORTH: For the week ending November 16, 2018, the Dow lost 2.21%, the S&P 500 was down 1.61% and the NASDAQ declined by 2.15%. The Russell 2000 lost 1.42% of its value, and the Wilshire 5000 was down 1.61%.

Industry White Papers

Financial Stress Impacts Employee Engagement and Productivity Financial stress affects employee job satisfaction and productivity.
Target-Date Risk Dashboard Learn about a forward-looking, custom solution to target-date fund evaluation and selection.
The Happiness Formula Leveraging our Global Retirement Reality Report data, we are examining what makes for retirement happiness.
Retirement Income: A New Model for Seeking Stable Income We aim to optimize interrelated decisions collectively for stable and consistent retirement income.