Tag: asset management

Deals and People December 22nd, 2017

Retirement Industry People Moves

Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.

MARKET MIRROR

Yesterday, the Dow increased 44.95 points (0.18%) to 25,064.36, the NASDAQ closed 20.26 points (0.26%) lower at 7,805.72, and the S&P 500 was down 2.88 points (0.10%) at 2,798.43. The Russell 2000 lost 8.48 points (0.50%) to finish at 1,678.60, and the Wilshire 5000 decreased 37.79 points (0.13%) to 29,223.59.

The price of the 10-year Treasury note was down 6/32, increasing its yield to 2.852%. The price of the 30-year Treasury bond decreased 19/32, bringing its yield up to 2.959%.

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: asset management

Retirement Industry People Moves

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?