Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 24th, 2019
Advisers Can Benefit From Asset Manager M&A Trends
One key M&A trend identified in a new PwC report is the growing prevalence of large asset management and/or private equity entities making minority-stake investments in wealth management firms. Read more >
Public Retirement Plan Mortality Tables Released by SOA
The Society of Actuaries points out that the financial impact of implementing the new public pension mortality tables will vary based on each individual job category, as well as the relative mix of member ages and other demographics in each pension plan. Read more >
Among Gen Xers, Women Face Greater Retirement Uncertainty
According to an analysis from the Employee Benefit Research Institute, single Gen X females are the only cohort with at least 50% of households having a deficit. Read more >
More TDF Underperformance ERISA Lawsuits Filed
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
The New Vesting Schedule Debate
Sponsored message from Ascensus
Retirement Benefits for the Fastest-Growing Segment of the U.S. Economy
Advisers angling for new business might rethink their need to hook a whale. Read more >
Baby Boomers Far More Confident About Retirement Than Gen X
Three-quarters of Baby Boomers think they will have enough money to live comfortably during retirement, but only 35% of Gen Xers share this optimism. Read more >
PLANADVISER Practice Benchmarking Survey
The responsibilities of retirement plan professionals extend beyond assisting with, or acting as a fiduciary with respect to, the fund lineup; educating participants; and establishing a sophisticated, robust plan design. Fee compression, adding new clients, and practice management also reign among top concerns for advisers, according to the 2018 PLANADVISER Practice Benchmarking Survey. Read more >
Market Mirror
Wednesday, the Dow gained 171.14 points (0.70%) to finish at 24,575.62, the NASDAQ was up 5.41 points (0.08%) at 7,025.77, and the S&P 500 increased 5.80 points (0.22%) to 2,638.70. The Russell 2000 was down 3.20 points (0.22%) at 1,454.26, and the Wilshire 5000 closed 42.42 points (0.16%) higher at 27,256.90. The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.745%. The price of the 30-year Treasury bond was up 1/32, decreasing its yield to 3.062%.
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