Tag: SIMPLE plans

Compliance July 13th, 2018

Legislation Would Boost Retirement Plans for Small Businesses

It would raise the contribution limits for SIMPLE plans and modernize form filing requirements.

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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 Steve Christenson, EVP at Ascensus

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

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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 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 Ryan Tiernan, Vice President of National Accounts at American Funds

Friday, the Dow increased 64.89 points (0.26%) to 25,444.34, the NASDAQ closed 36.11 points (0.48%) lower at 7,449.03, and the S&P 500 was down 1.00 point (0.04%) at 2,767.78. The Russell 2000 lost 18.71 points (1.20%) to finish at 1,542.04, and the Wilshire 5000 decreased 58.64 points (0.20%) to 28,563.50.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 3.194%. The price of the 30-year Treasury bond decreased 8/32, bringing its yield up to 3.380%.

WEEK’S WORTH: For the week ending October 19, the Dow increased 0.41%, the NASDAQ finished 0.64% lower, and the S&P 500 was up 0.02%. The Russell 2000 decreased 0.30%, and the Wilshire 5000 was down 0.02%.

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.
Improving Plan Health Plan sponsors' perspectives on plan health and the drivers that can impact it