Tag: Roth retirement plan accounts

June 4th, 2018

Understanding Roth Conversions

What is an in-plan Roth conversion, and what should plan sponsors consider before implementing the feature?

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Keys to our target date success - Capital Group & American Funds

Apu Sikri & Ralph Haberli

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Income for the Retirement Years

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

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Bonds are Different – Active versus Passive Management

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

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Women & Investing

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

MARKET MIRROR

Friday, the Dow lost 68.77 points (0.25%) to finish at 27,154.20, the NASDAQ closed 60.75 points (0.74%) lower at 8,146.49, and the S&P 500 decreased 18.50 points (0.62%) to 2,976.61. The Russell 2000 was down 7.73 points (0.50%) at 1,547.90, and the Wilshire 5000 fell 180.93 points (0.59%) to 30,607.58.

The price of the 10-year Treasury note decreased 24/32, bringing its yield up to 2.048%. The price of the 30-year Treasury bond was down 3/32, increasing its yield to 2.576%.

WEEK’S WORTH: For the week ending July 19, the Dow was down 0.65%, the NASDAQ decreased 1.18%, and the S&P 500 lost 1.23%. The Russell 2000 fell 1.41%, and the Wilshire 5000 finished 1.22% lower.

Industry White Papers

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.