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Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR

January 15th, 2019

2018 Adviser Choice Awards

PLANADVISER has announced winners of the fifth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2019 on March 28th. The program recognizes retirement specialist advisers’ favored investment and recordkeeping providers. Read more >

DC Plan Jargon Stymies Participant Success

The term “glide path” resonated with only 4% of participants surveyed by Invesco, despite being the most common term used by advisers, providers and plan sponsors when talking about target-date funds; survey data shows numerous other areas where industry jargon holds back participant understanding. Read more >

Plan Investments Should Be Low-Cost and Not Overlap

Conrad Siegel contends that most participants are looking to defer the investment diversification decision, so plan sponsors should make it easy for participants to have a well-diversified portfolio. Read more >

403(b) Litigation Update

In many ways, 403(b) litigation resembles the familiar territory of the 401(k) litigation that has dominated the last decade or more. On the other hand, plaintiffs have used the actions brought against 403(b) plan fiduciaries to break new ground in the context of ERISA litigation. Read more >

Sponsored message from MetLife

2017 Stable Value Study

A survey of plan sponsors, stable value fund providers and advisors. Read more >

ESG Opportunities via Fixed Income

Providers these days are taking a much more sophisticated approach to ESG than just running simplistic negative portfolio screens to avoid bad apples. Read more >

New Q&A Feature Added to ERISApedia.com eSource

Practical answers to technical questions have been added to appropriate locations within ERISApedia.com’s Qualified Plan eSource. Read more >

Market Mirror

Yesterday, the Dow closed 86.11 points (0.36%) lower at 23,909.84, the NASDAQ decreased 65.56 points (0.94%) to 6,905.92, and the S&P 500 was down 13.65 points (0.53%) at 2,582.61. The Russell 2000 lost 14.57 points (1.01%) to finish at 1,432.81, and the Wilshire 5000 fell 157.49 points (0.59%) to 26,697.74. The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.707%. The price of the 30-year Treasury bond decreased 11/32, bringing its yield up to 3.052%.

Strategic Insight was recently acquired by ISS. Learn more.

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