Tag: Summary Plan Descriptions

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Nov 13-Nov 28, 2018

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An Interview with Nathan Voris, Managing Director Retirement Plan Services at Charles Schwab

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

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

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

Vanguard TDFs—Well-designed in any weather
Sponsored by Vanguard
The Fidelity Global Institutional Investor Survey: The Future of Investment Management
Sponsored by Fidelity Investments
Participants Speak to the Power of Advice
Sponsored by Schwab Retirement Plan Services, Inc.
Connecting Wealth to Health in the Wellness Equation
Sponsored by John Hancock Retirement Plan Services
Personalized Investments
Sponsored by Wells Fargo

Thursday, the Dow was up 70.11 points (0.29%) at 24,597.38, the NASDAQ closed 27.98 points (0.39%) lower at 7,070.33, and the S&P 500 was virtually unchanged at 2,650.54. The Russell 2000 lost 22.62 points (1.55%) to finish at 1,432.70, and the Wilshire 5000 decreased 62.41 points (0.23%) to 27,240.10.

The price of the 10-year Treasury note was up 2/32, decreasing its yield to 2.907%. The price of the 30-year Treasury bond decreased 12/32, bringing its yield up to 3.168%.

The Future of Investment Management A look into how institutional investors are thinking and planning for 2025.
Financial Stress Impacts Employee Engagement and Productivity Financial stress affects employee job satisfaction and productivity.
Plan Sponsor Finds Cost Effective Way to Simplify the DC Plan Lineup Designing an investment strategy to help participants hit retirement goals at a lower cost
Target-Date Risk Dashboard Learn about a forward-looking, custom solution to target-date fund evaluation and selection.