Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 12th, 2018
Drinker Biddle: Tax Cuts Alter Loan Offset Rollover Requirements and More
One change in the law means that in many cases, a participant will have more time in which to effect a tax-free rollover of a plan loan offset amount that occurs following termination from employment. Read more >
With SEC Move Pending, New York Joins Other States Making Fiduciary Reforms
Regulatory developments in Nevada and New York show inaction at the federal level on clarifying advisers’ and brokers’ fiduciary duties is leading to a patchwork of state-by-state approaches to mitigating conflicts, real and perceived.  Read more >
2017 Adviser Choice Awards
Each year the awards are given to those investment and recordkeeping providers who received two or more top-three rankings in various product and service categories in the 2017 PLANADVISER Retirement Plan Adviser Survey. Read more >
PLANADVISER Practice Benchmarking Survey
As a retirement plan specialist, do you think the field is increasingly competitive? Are you concerned about fee compression or an industry race to the bottom? How do you measure profitability and success? If you struggle with any of these questions, you not alone. Read more >
MOST READ ARTICLES
1
2018 PLANADVISER National Conference
2
2018 PLANADVISER Recordkeeper Services Guide
3
Bill Beardsley Exits LPL Retirement Partners Business
4
Participants’ Retirement Outlook Has Improved
5
Rethinking Retirement Plans
Investment Products and Services Launches
Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds.  Read more >
Mortality Shifts in 2016 Largely Offset 2015 Movement
During 2016, mortality improvement in older age groups offset large mortality increases, mostly due to external causes in middle age groups, according to the Society of Actuaries. Read more >
Participants Can Build Spending Plan With Financial Soundings Solution
As the firm explains, the program begins with a baseline retiree analysis proactively delivered to each plan participant flagged as retired, and includes a personalized investment strategy recommendation in tandem with a monthly spending guide for their qualified plan assets. Read more >
Market Mirror
Thursday, the Dow closed 205.60 points (0.81%) higher at 25,574.73, the NASDAQ increased 58.21 points (0.81%) to 7,211.78, and the S&P 500 was up 19.33 points (0.70%) at 2,767.56. The Russell 2000 climbed 26.99 points (1.73%) to 1,586.79, and the Wilshire 5000 gained 242.02 points (0.85%) to finish at 28,749.10. The price of the 10-year Treasury note was up 6/32, decreasing its yield to 2.536%. The price of the 30-year Treasury bond increased 23/32, bringing its yield down to 2.865%.

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

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

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