Tag: 457 plans

Administration May 30th, 2018

Penn State Announces New Retirement Program Fee Practices

The plan to adopt a fee-leveling approach and rebate revenue sharing to participants comes as many institutions of higher learning face lawsuits challenging their 403(b) plan fees.

Industry Voices November 28th, 2017

(b)lines Ask the Experts – Problem With Compensation Definition in 403(b) Prototype Plan

“We are a private tax-exempt organization that currently uses a recordkeeper-provided document for its 403(b) plan. The document consists of a generic base plan document, along with an adoption agreement that we can use to customize certain plan provisions.

MARKET MIRROR

Friday, the Dow closed 94.52 points (0.38%) higher at 25,019.41, the NASDAQ was up 2.06 points (0.03%) at 7,825.98, and the S&P 500 increased 3.02 points (0.11%) to 2,801.31. The Russell 2000 was down 3.20 points (0.19%) at 1,687.08, and the Wilshire 5000 increased 26.93 points (0.09%) to 29,261.38.

The price of the 10-year Treasury note was up 5/32, decreasing its yield to 2.828%. The price of the 30-year Treasury bond increased 9/32, bringing its yield down to 2.930%.

WEEK’S WORTH: For the week ending July 13, the Dow gained 2.30%, the NASDAQ finished 1.9% higher, and the S&P 500 increased 1.50%. The Russell 2000 decreased 0.41%, and the Wilshire 5000 was up 1.36%.

Industry White Papers

Getting Ahead of the Curve Digital advice platforms can help younger workers save for retirement
Tight Spreads Shouldn't Diminish High Yield's Appeal Despite tight credit spreads, Artisan Partners Credit Team believes the benign credit backdrop of strong economic momentum and low default activity should create a favorable environment for high yield investors going forward.
The Future of Retirement Plan Management for the Mid-market Mercer Wise 401(k) brings Mercer’s large market expertise to small and midsize businesses and aims to mitigate risk, reduce fees, and improve participant outcomes
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
Automatic Rollovers: From Footnote to Fiduciary Best Practice Learn how automatic rollovers have evolved, and how they will impact retirement plans in the future.
Conning’s Annual Corporate Pension Review 2017 – A Year of Improvement Gauges current health of U.S. corporate DB pension plans per analysis of plan data 2013-17.
What Retirement Consultants Think Most 401(k) consultants support additional services in plans for retirees.

Tag: 457 plans

Penn State Announces New Retirement Program Fee Practices

(b)lines Ask the Experts – Problem With Compensation Definition in 403(b) Prototype Plan

HSA Amendment Bills Moved to U.S. House

Simpler Retirement Plan Communications Make No Difference in Employee Decisions

Lincoln Introduces Financial Wellness Tool

Senators Reintroduce Bill to Address Missing Participants

(b)lines Ask the Experts – Must Plans Adopt Budget Act New Hardship Withdrawal Rules?