Tag: Fiduciary Advice

July 5th, 2018

Saxon Angle: The Final Chapter

The 5th Circuit officially vacates the fiduciary rule.

Compliance May 7th, 2018

DOL Issues Temporary Enforcement Policy Following 5th Circuit Decision on Fiduciary Rule

The agency noted that some financial institutions have devoted significant resources to comply with the BIC Exemption and the Principal Transactions Exemption and may prefer to continue to rely upon the new compliance structures.

September 18th, 2017

What 403(b) Plan Sponsors Can Learn From Recent Lawsuits

Steps can be taken to prevent a lawsuit, establish defenses if a lawsuit arises and buy fiduciary protection.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Plan Design Can Lead to More Successful Retirement Outcomes

An Interview with Roberta Rafaloff, VP of Institutional Income Annuities at MetLife

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Key Factors In Choosing a Target Date Fund

An Interview with Gene Huxhold of John Hancock Investments

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Employees Looking to Their Employers to Help Create Retirement Income

An Interview with Roberta Rafaloff, VP of Institutional Income Annuities at MetLife

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Financial Wellness Trends

Recently PLANSPONSOR's Editor-in-Chief, Alison Cooke Mintzer sat down with Adam Hills Senior VP of institutional Managment at Ayco to discuss financial wellness trends.

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Responsibility for a Secure Retirement Rests with Employees

An Interview with Roberta Rafaloff, VP of Institutional Income Annuities at MetLife

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Differentiating Glide Path Strategies

An Interview with Gene Huxhold of John Hancock Investments

MARKET MIRROR

Friday, the Dow was up 110.59 points (0.43%) at 25,669.32, the NASDAQ closed 9.18 points (0.13%) higher at 7,816.33, and the S&P 500 gained 9.44 points (0.33% to 2,850.13. The Russell 2000 gained 7.19 points (0.43%) to finish at 1,692.95, and the Wilshire 5000 was up 99.64 points (0.34%) at 29,709.70.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.861%. The price of the 30-year Treasury bond was up 7/32, decreasing its yield to 3.016%.

WEEK’S WORTH: For the week ending August 17, the Dow rose 1.41%, the S&P 500 was up 0.59%, and the NASDAQ was up 0.36%. The Russell 2000 gained 0.36%, and the Wilshire 5000 finished 0.48% higher.

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.
How mid-size companies can create an ideal DC plan By closely considering five key areas, mid-size companies can mold their DC plan into ideal one.
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

Tag: Fiduciary Advice

Saxon Angle: The Final Chapter

DOL Issues Temporary Enforcement Policy Following 5th Circuit Decision on Fiduciary Rule

What 403(b) Plan Sponsors Can Learn From Recent Lawsuits

Do You Have What It Takes to Obtain Fiduciary Insurance?

WebMD Gets Into Financial Wellness Market

Bonus Deferral Option

Democratic Lawmakers Urge Quick Passage of Butch Lewis Act

Student Loan Debt Following Some into Retirement