Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 7th, 2019

This Plan Sponsor Is All-In on ESG TDFs

Many plan sponsors fear being a trendsetter, but United World College-USA is proud of using ESG investing themes in its custom target-date QDIA, built with TIAA and LongView Asset Management, and offering a guaranteed retirement income solution. According to its president, UWC-USA makes all of its decisions and policies with its broader mission in mind. This includes decisions and policies to do with employee compensation and retirement benefits. Read more >
Court Refuses to Dismiss Mutual of Omaha Self-Dealing Suit
The decision against Mutual of Omaha’s preliminary motions to dismiss a self-dealing lawsuit underscores the way district court judges tend to allow for discovery in ERISA matters, given the complex and often secretive nature of the facts and circumstances in question. Read more >
Investment Managers Foresee a Bumpy Upward Ride in 2019
Despite a global economic slowdown and increased trade tensions, most major asset managers are not predicting an imminent recession—instead they are urging clients to embrace diversification and stick to long-term strategies. Read more >
Retirement Industry People Moves
Resources adds two firms in growing partnerships, and Hooker & Holcombe hires retirement plan education specialist. Read more >
MOST READ ARTICLES
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House Subcommittee Witnesses Bash SEC’s Regulation Best Interest
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Mixed Ruling in Oracle ERISA Suit Strongly Favors Defense
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Retirement Industry People Moves
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Many Widows, Divorcees Feel Patronized by Financial Advisers
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2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
Sponsored message from Voya FInancial
Three Key Insights Plan Sponsors and Advisers Should Know About Special Needs Planning
An Opportunity Exists to Support Caregivers and their Loved Ones Read more >
Celebrating 40 Years of the 401(k)
…And discussing how it could be further strengthened Read more >
Protection for Your Practice
The ins and outs of fiduciary liability insurance Read more >
Market Mirror
Friday, the Dow soared 746.94 points (3.29%) to reach 23,433.16, the NASDAQ jumped by 275.35 points (4.26%) to 6,738.86, and the S&P 500 climbed 84.05 points (3.43%) to 2,531.94. The Russell 2000 was up by 49.92 points (3.72%) to reach 1,380.75, and the Wilshire 5000 climbed by 880.15 points (3.49%) to reach 26.090.80. The price of the 10-year Treasury note declined 32/32, raising its yield to 2.667%. The price of the 30-year Treasury bond declined 1 19/32, boosting its yield to 2.979%. WEEK’S WORTH: For the week ended January 4, the Dow was up 1.61%, the S&P 500 was up 1.86%, and the NASDAQ gained 2.34%. The Russell 2000 was up 3.20% and the Wilshire 5000 was up 2.11%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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