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The Mid-Term Results and What They Mean for ESG and SECURE 2.0
The Mid-Term Results and What They Mean for ESG and SECURE 2.0
ESG strategists may experience greater uncertainty when Republicans take over the House, but supporters of SECURE 2.0 can still expect the package to pass this December.
Attorneys File Similar ERISA Lawsuit Against Freight Transporter
A second national freight transporter within a month is faced with an ERISA breach lawsuit from the same attorneys.  
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EBSA Head Lisa Gomez Says DOL Continues Honing Retirement Security Rule
Data and Research
Early Withdrawals Found to Exacerbate 401(k) Account Disparities Across Race, Gender
Final Fiduciary Rule Expected Soon
The Conference Board Consumer Confidence Index decreased in November after also losing ground in October. The Index now stands at 100.2, down from 102.2 in October. The Present Situation Index—based on consumers’ assessment of current business and labor market conditions—decreased to 137.4 from 138.7 last month. The Expectations Index—based on consumers’ short-term outlook for income, business, and labor market conditions—declined to 75.4 from 77.9. 
Tuesday, the Dow increased 3.07 points (0.01%) to close at 38,852.53, the Nasdaq lost 65.72 points (0.59%) to close at 10,983.78 and the S&P 500 decreased 6.31 points (0.16%) to end trading at 3,957.63. The Russell 2000 increased 5.59 points (0.31%) to close at 1,836.55 and the Wilshire 5000 decreased 39.08 points (0.10%) to close at 39,348.53.

The price of the 10-year Treasury note increased 1/32, bringing the yield down to 3.749%. The price of the 30-year Treasury bond increased 2/32, bringing the yield down to 3.806%.  
When Are SECURE and CARES Acts Plan Amendments Due?
I work for a private, tax-exempt entity that sponsors 401(a), 403(b) and 457(b) plans. We were under the impression that all of our plans had to be amended for The Setting Every Community Up for Retirement Enhancement Act of 2019 and the Coronavirus Aid, Relief, and Economic Security Act by December 31, 2023, but our recordkeeper indicates that this is no longer the case. Is that correct?
Gauging Managed Accounts
Will the trade-off in price really benefit participants?
CIO’s Transition Management Survey
Are you a provider of transition management services and want to make your services known to institutional investors? If so, you are invited to respond to CIO’s Transition Management Survey.
Plan Progress Webinar: Student Loan Debt Benefits
Join PLANPSONSOR and a panel of experts on December 15 to learn what options are available for student loan debt benefits, their structure and cost; how student loan repayment help fits into an employer’s overall financial wellness benefits; what communications employees need about student loan debt and saving for retirement, and more
ON THIS DATE: In 1782, Britain and the U.S. signed the preliminary articles of the Treaty of Paris as part of the Peace of Paris, a collection of treaties concluding the American Revolution. In 1874, British statesman, orator and author Sir Winston Churchill, was born in Oxfordshire. In 1876, Yale defeated Princeton, 2-0, in Hoboken, N.J. in the first collegiate football game played on Thanksgiving. In 1924, politician Shirley Chisholm, the first African American woman to be elected to Congress, was born. In 1928, General Mills stock debuted on the New York Stock Exchange. In 1966, Barbados achieved independence from Britain. In 1993, during a White House ceremony attended by former attorney general James S. Brady, President Bill Clinton signed the Brady handgun-control bill into law. In 1999, Exxon and Mobil formally merged, becoming ExxonMobil. In 2018, politician George H.W. Bush, who was the 41st president of the U.S., died at the age of 94.
Industry Intel Roundup—Featured Webinars
PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
SPONSORED BY: Corebridge Financial | April 25, 2024
Constructing Retirement Paychecks – 7 steps for employers to help employees
Many employees look forward to a well-earned retirement. Unfortunately, many are going to find they are not as financially prepared as they are physically and mentally prepared for the realities of retirement. It’s shocking when their employer paycheck stops. Now, each employee is on the hook to construct their own retirement paycheck. For the next 20, 25 or 30+ years. That is a tall order. Most people struggle with the intricacies of dealing with so many different types of accounts and investments. They don’t understand the complex rules for retirees. And they don’t know where to turn to get clear, concise, correct information. In short, employees need help from their trusted employer to build their retirement paycheck. How prepared are you to help answer employees’ questions such as: • How can employees stretch their savings long enough to pay for retirement? • When should employees start pensions, Social Security, and annuity payouts? • Why is Medicare so different from employer health insurance? Employees are raising their hands for help. Can you help more employees become more successful retirees? In this session, our guest speaker will cover 7 practical steps employers can take to help prepare employees at every age to construct a paycheck in retirement.
February 28, 2024
Building a thriving workplace
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