Tag: Conflict of Interest Rule

Deals and People October 13th, 2017

Trump Eying Top Aide to Sen. Hatch for Lead EBSA Role

The future head of EBSA would play a substantial role in the fate of the fiduciary rule.

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Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference

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An excerpt from Una Morabito's Keynote lecture at the PLANSPONSOR National Conference 2019

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Apu Sikri & Ralph Haberli

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An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

Thursday, the Dow closed 49.51 points (0.19%) higher at 26,252.24, the NASDAQ closed 28.82 points (0.36%) lower at 7,991.39, and the S&P 500 slipped 1.48 points (0.05%) to 2,922.95. The Russell 2000 decreased 3.85 points (0.25%) to 1,506.00, and the Wilshire 5000 was down 24.19 points (0.08%) at 29,936.82.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.613%. The price of the 30-year Treasury bond decreased 6/32, bringing its yield up to 2.106%.

Hooker & Holcombe 2019 Municipal Pension & OPEB Report Puzzled by how your pension & OPEB plans stack up against other municipal plans?
How a Custodian Started Up a Fintech Solution for CIOs Asset allocators struggle to harness portfolio data in a way that efficiently and effectively supports their investment process. Comprehensive, high-quality, nimble and accessible data: that’s the objective. Most asset owners find themselves at an inflection point with their infrastructure, and need to modernize quickly.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.