Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 25th, 2019

State-Based Fiduciary Regulations Take Shape in 2019

Regulators and legislators in a growing number of states say they are acting to fill a perceived void created by federal government disengagement; just last week, a long-awaited Nevada proposal was made public. Read more >
Plaintiff Voluntarily Dismisses University of Rochester Excessive Fee Suit
No reason was given for why the plaintiff decided on the voluntary dismissal. Read more >
Churches Urge Quick Passage of Church Plan Clarification Legislation
Chief executive officers of Church Alliance member organizations submitted letters to key Congressional leaders relating to an issue of an informal position taken by the Treasury Department and IRS, under which certain church-affiliated organizations are barred from sponsoring church retirement income account plans offered under section 403(b)(9) of the Internal Revenue Code. Read more >
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 >
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While Popular, Default Electronic Delivery of Plan Documents Irks Some
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Jamie Bentley SVP & National Retirement Sales Manager at PIMCO Discusses Women and Investing with PLANADVISER
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District Court Rules for American Century After Fiduciary Breach Trial
The decision goes into significant detail, but in essence plaintiffs’ approach failed because they relied on bare cost comparisons and statements of industry averages, failing to show any actual fiduciary breach occurred. Read more >
Best Practices for Financial Literacy Programs Among Local Governments
The Center for State & Local Government Excellence notes that with many local governments shifting benefits decisions to workers, those workers need help understanding finance basics. Read more >
Market Mirror
Thursday, the Dow was down 22.38 points (0.9%) at 24,553.24, the NASDAQ closed 47.70 points (0.68%) higher at 7,073.46, and the S&P 500 was up 3.63 points (0.14%) at 2,642.33. The Russell 2000 gained 10.15 points (0.70%) to finish at 1,464.41, and the Wilshire 5000 increased 66.88 points (0.25%) to 27,323.83.   The price of the 10-year Treasury note was up 9/32, decreasing its yield to 2.712%. The price of the 30-year Treasury bond increased 20/32, bringing its yield down to 3.031%.

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

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