Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 10th, 2019
Georgetown University 403(b) Plan Defeats ERISA Challenge
In a colorfully worded opinion, the district court judge chides plaintiffs for failing to acknowledge basic facts about the way annuities work and their well-established role in 403(b) plans. Read more >
The Case for Roths
Roughly 72% of plans offer a Roth contribution option, according to the 2018 PLANSPONSOR Defined Contribution (DC) Survey, which covered 4,000 DC plans. Roth availability was more prevalent at the largest plans—nearly 79% for those over $1 billion in assets—but comparable across other plan sizes. Read more >
PLANADVISER Recordkeeper Services Guide
Recordkeepers continue to evolve their investment offerings. Whereas in the past, the majority offered only a limited number of investments, many today have open architecture platforms that permit a retirement plan adviser to select the best funds for a particular plan from the entire universe of mutual funds. Read more >
MOST READ ARTICLES
1
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
2
Reliance Trust Reaches Deal on 401(k) Excessive Fee, Self-Dealing Suit
3
A New World and New Opportunities for Alpha
4
Nestle Sued Over Fees for Managed Accounts, Recordkeeping
5
How to Diversify Retirement Plan Committees
Sponsored message from Broadridge
Retirement 2020—New research to capitalize on trends
Take advantage of dramatic changes reshaping retirement now with smart strategies to help you thrive. Read more >
Market Effects on Pension Funded Status Give Reason to Review Investment Strategies
“Looking forward to 2019, we think many plan sponsors will continue to explore risk transfer activities as well as review their investment policies to ensure they are aligned with an evolving market environment,” says Scott Jarboe, a partner in Mercer’s Wealth business. Read more >
Smart Design
For advisers who may recognize it is time to evaluate—and increase—their profitability, here are some key strategies that can help in the effort. Read more >
Market Mirror
Wednesday, the Dow gained 91.67 points (0.39%) to finish at 23,879.12, the NASDAQ closed 60.08 points (0.87%) higher at 6,957.08, and the S&P 500 increased 10.55 points (0.41%) to 2,584.96. The Russell 2000 was up 12.25 points (0.86%) at 1,438.81, and the Wilshire 5000 climbed 127.57 points (0.48%) to 26,741.36. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 2.721%. The price of the 30-year Treasury bond increased 2/32, bringing its yield down to 3.006%.
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