Tag: tax-exempt income

Products December 14th, 2017

Investment Products and Services Launches

Hartford Funds adds ETF seeking tax-exempt income, and Wilmington Trust releases Margin Management solution with AcadiaSoft Services.

Friday, the Dow gained 119.19 points (0.49%) to finish at 24,580.89, the NASDAQ decreased 20.14 points (0.26%) to 7,692.82, and the S&P 500 was up 5.13 points (0.19%) at 2,754.89. The Russell 2000 was down 3.37 points (0.20%) at 1,685.58, and the Wilshire 5000 increased 43.49 points (0.15%) to 28,827.68.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.893%. The price of the 30-year Treasury bond increased 4/32, bringing its yield down to 3.037%.

WEEK’S WORTH: For the week ending June 22, the Dow fell 2.03%, the NASDAQ decreased 0.69%, and the S&P 500 lost 0.89%. The Russell 2000 was up 0.10%, and the Wilshire 5000 finished 0.72% lower.

The Future of Retirement Plan Management for the Mid-market Mercer Wise 401(k) brings Mercer’s large market expertise to small and midsize businesses and aims to mitigate risk, reduce fees, and improve participant outcomes
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
Automatic Rollovers: From Footnote to Fiduciary Best Practice Learn how automatic rollovers have evolved, and how they will impact retirement plans in the future.
Conning’s Annual Corporate Pension Review 2017 – A Year of Improvement Gauges current health of U.S. corporate DB pension plans per analysis of plan data 2013-17.
What Retirement Consultants Think Most 401(k) consultants support additional services in plans for retirees.