012220 PLANADVISERdash

Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR

January 22nd, 2020

NQDC Guidance

Despite the clear distinction in the names, plan sponsors often mistakenly believe that NQDCs operate like qualified retirement plans, says Kathleen Souhrada, vice president of nonqualified and life administration at Principal Financial Group in Des Moines, Iowa. Read more >

Balanced Portfolio Performance Forecasts Fall Again

“We estimate that a hypothetical portfolio of 60% equities and 40% bonds will have a 10-year annualized return of approximately 3.6% [over the next 10 years] as compared with a return of 7.2% over the past 10 years,” write Jon Barry, senior retirement strategist, and Jessica Scalfani, DC strategist, at MFS in Boston. Read more >

DCIIA and SPARK Share High Hopes for 2020 Collaboration

The SPARK Institute and DCIIA will work together to accelerate the development of retirement plan industry technology, prevent cyberfraud and study the potential role of blockchain. Read more >

MOST READ ARTICLES

Inheritance Pathways Exist to Replace Stretch IRAs

Washington Update: Industry Turns Attention to Portman-Cardin Bill

FINRA Wants to Help You With Reg BI Compliance

‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act

CAPTRUST Acquires Fountain Financial Associates

Sponsored message from CUNA Mutual Retirement Solutions

The Great Wealth Transfer

Generations of Possibilities Read more >

An Engagement Chain

Of total participants who log in to TIAA’s website, 88% have elected to receive documents electronically. Six times more customers who receive documents electronically log in to TIAA’s website than do customers who receive only paper documents. Read more >

Advisers, TPAs Will See New Web Design on OneAmerica Group Annuity Platform

The enhancements “build a foundation of human-centric, intuitive and seamless experiences for our stakeholders,” Sandy McCarthy, president of retirement services, says. Read more >

Prolonged Low Rates and TDFs

Fund managers have to adjust to a new normal. Read more >

Market Mirror

Yesterday, the Dow fell 152.06 points (0.52%) to 29,196.04, the NASDAQ decreased 18.14 points (0.19%) to 9,370.81, and the S&P 500 was down 8.83 points (0.27%) at 3,320.79. The Russell 2000 lost 13.74 points (0.81%) to finish at 1,685.90, and the Wilshire 5000 closed 99.81 points (0.29%) lower at 33,817.57. The price of the 10-year Treasury note was up 5/32, decreasing its yield to 1.766%. The price of the 30-year Treasury bond increased 1 24/32, bringing its yield down to 2.227%.

Strategic Insight was recently acquired by ISS. Learn more.

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