Tag: RMDs

Compliance August 31st, 2018

Industry Weighs President Trump’s Executive Order on MEPs, RMDs

The president on Friday signed an executive order directing the Treasury Department to reassess required minimum distributions from 401(k) plans and ordering DOL staff to explore the possibility of allowing small businesses to join open multiple employer plans.

Compliance March 12th, 2018

IRS Issues Guidance Regarding 403(b) Plan RMDs and Missing Participants

A memo to examiners lists actions 403(b) plan sponsors should take to locate missing participants in order not to be challenged on violating RMD rules.

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

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