Tag: Summary Plan Descriptions

July 16th, 2019

(b)lines Ask the Experts – Proper Delivery Method for SPDs

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

PLAY VIDEO

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

PLAY VIDEO

Apu Sikri & Ralph Haberli

PLAY VIDEO

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

PLAY VIDEO

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

PLAY VIDEO

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

Thursday, the Dow closed 99.97 points (0.39%) higher at 25,579.39, the NASDAQ was down 7.32 points (0.09%) at 7,766.62, and the S&P 500 increased 7.00 points (0.25%) to 2,847.60. The Russell 5000 decreased 5.87 points (0.40%) to 1,461.65, and the Wilshire 5000 was up 49.35 points (0.17%) at 29,156.39.

The price of the 10-year Treasury note increased 30/32, bringing its yield down to 1.496%. The price of the 30-year Treasury bond climbed 1 7/32, decreasing its yield to 1.949%.

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.