Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 4th, 2019

Gen Xers Should Consider Sequence of Returns Risk

The recent bouts of equity market volatility highlight the importance of balancing portfolio growth aspirations with the need to protect what has already been accumulated; Generation X faces a difficult task in balancing short- and long-term financial priorities. Read more >
Anthem 401(k) Fee Case Will Move Forward
The defendants were denied summary judgment on all claims. Read more >
The defendants were denied summary judgment on all claims. Chicago Booth School Offers CIMA Education for Advisers
The program allows candidates to learn the CIMA curriculum at their own pace, while also providing an opportunity to engage with Chicago Booth faculty through live online and video on-demand instruction. Read more >
ICMA-RC Creates Tools for One-on-One Meetings with Participants
They include calculators that show the impact of increasing contributions and a Roth analyzer, among other things. Read more >
Retirement Plan Cybersecurity the Issue in a New Lawsuit
Retirement Income Coming Soon to a 401(k) Near You
Plugging the Leak: Uncashed Distribution Checks
Broadridge Acquisition of Fi360 Underlines RIA Fiduciary Evolution
While Popular, Default Electronic Delivery of Plan Documents Irks Some
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Retirement Industry People Moves
Multnomah Group expands consulting team; Ascensus selects regional VP for South Texas division; RVPs join CUNA Mutual sales division; and more. Read more >
Protection for Your Practice
The ins and outs of fiduciary liability insurance Read more >
Market Mirror
Friday, the Dow gained 64.22 points (0.26%) to finish at 25,063.89, the NASDAQ decreased 17.87 points (0.25%) to 7,263.87, and the S&P 500 was up 2.43 points (0.09%) at 2,706.53. The Russell 2000 increased 2.64 points (0.18%) to 1,502.05, and the Wilshire 5000 closed 34.31 points (0.12%) higher at 28,026.76.   The price of the 10-year Treasury note decreased 15/32, bringing its yield up to 2.683%. The price of the 30-year Treasury bond fell 21/32, increasing its yield to 3.029%.   WEEK’S WORTH: For the week ending February 1, the Dow increased 1.32%, the NASDAQ finished 1.38% higher, and the S&P 500 gained 1.57%. The Russell 2000 was up 1.29%, and the Wilshire 5000 climbed 1.65%.

Editorial: Alison Cooke Mintzer


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