Tag: retire plan providers

Compliance February 26, 2018

Court Finds Transamerica Not a Fiduciary in Fee Case

The same group of plaintiffs previously filed a lawsuit against John Hancock with similar allegations and a similar result.

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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

Wednesday, the Dow closed 59.70 points lower (0.25%) at 24,083.83, the NASDAQ was down 3.62 points (0.05%) at 7,003.74, and the S&P 500 increased 4.84 points (0.18%) to 2,639.40. The Russell 2000 decreased 2.81 points (0.18%) to 1,550.47, and the Wilshire 5000 was up 24.90 points (0.09%) at 27,446.06.

The price of the 10-year Treasury note was down 7/32, increasing its yield to 3.029%. The price of the 30-year Treasury bond decreased 17/32, bringing its yield up to 3.212%.

The Elephant and The Snowball How Advisors Can and Should Talk Taxes With Clients
Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes New research: Actions you can take to help meet the changing retirement income needs of your clients
BEST PRACTICES FOR ADDRESSING AUTOMATIC PARTICIPANT ROLLOVERS Saving plan sponsors time and money while reconnecting participants with their retirement savings
The True Definition of Payroll Integration Is your retirement plan fully integrated with your payroll system? Here’s how you can tell.
Retirement Income: Don’t Make Perfect the Enemy of the Good Surveys suggest there’s growing momentum to embrace practical retirement income solutions in DC plans.