Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 29th, 2019

For Millennials, Market Volatility Can Bring Opportunity

While workers with nearer retirement dates fret stock market volatility, Millennials have the chance to buy discounted shares and enjoy compounding returns. According to Katherine Roy, chief retirement strategist at J.P. Morgan, as a general matter, Millennials should feel comfortable taking on significant investment risk. Read more >
Now Covering Fiduciary Matters, PBGC Mediation Pilot Made Permanent
The mediation program now includes fiduciary disputes; opposing parties entering into the mediation program are connected with “neutral, professional and independent” mediators. Read more >
Form 5500 Reviews Lead to DOL Letters About Timely Remitting Contributions
“Invitation to correct” letters state, “the 15th business day is not a safe harbor and is included in the regulation only as an outside limit of the time that may be considered for segregation of assets.” Read more >
DC Plan Sponsors Seek to Keep Assets in Their Plans
Notably, more than 60% of employers want to keep retirees in their plan, and they are looking to change their targeted communications to inspire action, Alight Solutions found. Read more >
ERISA Section 409(b)
Fiduciaries can be personally liable—even for a predecessor’s breach.  Read more >
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As part of its 5-Step Financial Wellness Program, the university offers education for employees and retirees as well as employers. Read more >
Market Mirror
Yesterday, the Dow fell 208.98 points (0.84%) to 24,528.22, the NASDAQ closed 79.18 points (1.11%) higher at 7,085.69, and the S&P 500 decreased 20.91 points (0.78%) to 2,643.85. The Russell 2000 was down 9.32 points (0.63%) at 1,473.54, and the Wilshire 5000 lost 196.02 points (0.71%) to finish at 27,384.22. The price of the 10-year Treasury note increased 4/32, bringing its yield down to 2.745%. The price of the 30-year Treasury bond was up 3/32, decreasing its yield to 3.066%.

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

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

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