Tag: coverage testing

March 26th, 2019

(b)lines Ask the Experts – Timing for Coverage and General Nondiscrimination Testing

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.

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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

Yesterday, the Dow gained 249.78 points (0.96%) to finish at 26,135.79, the NASDAQ closed 106.82 points (1.35%) higher at 8,002.81, and the S&P 500 increased 34.97 points (1.21%) to 2,923.65. The Russell 2000 was up 15.21 points (1.02%) at 1,508.85, and the Wilshire 5000 climbed 341.11 points (1.15%) to 29,939.04.

The price of the 10-year Treasury note was down 4/32, increasing its yield to 1.607%. The price of the 30-year Treasury bond decreased 1 1/32, bringing its yield up to 2.086%.

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.