Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 5th, 2018

2018 Plan Sponsors of the Year

We are pleased to announce the finalists in the following categories: Corporate 401(k) < $10MM; Corporate 401(k) >$10MM to $50MM; Corporate 401(k) >$50MM to $100MM; Corporate 401(k) >$100MM to $800MM; Corporate 401(k) >$800MM; Public DC; Nonprofit DC Plan <$100MM; Nonprofit DC Plan >$100MM; Total Retirement Offering. (Please note that in order to view the finalists, you must be a registered user of It’s free and takes just a minute to complete.) Read more >
Americans See Value in DC Plan Designs
Americans are confident DC plans will help them meet their retirement goals, ICI found. Read more >
Talking Advisory Industry Disruption with America’s Best 401K
The direct-to-sponsor firm proudly brands itself as an advisory industry disruptor, boasting fast revenue growth and a 30-day average sales cycle; we sit down with lead strategy officer Josh Robbins for a frank conversation about what comes next for the company and its “traditional” competition. Read more >
Endowment Index Shifts With Evolving Markets
The Endowment Index calculated by Nasdaq has reconstituted and rebalanced its overall asset allocation for 2018, making some slight but telling adjustments. Read more >
Zero/Zero Share Classes Hit $1.2t
74 investment managers now offer these funds Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from OneAmerica
Kevin Kidwell discusses Finding Opportunity in Tax-exempt Markets.
Click To Read Read more >
Retirement Industry People Moves
OneAmerica Reveals Leadership Changes Within Company; TRA Acquires ACS to Expand Northeast Region; USI Hires SVP and Regional Sales Director; and more. Read more >
More DC Plans Using CITs
Competitive pricing is putting this vehicle on the map Read more >
Market Mirror
Friday, the Dow plunged 665.75 points (2.54%) to 25,520.96, the NASDAQ fell 144.92 points (1.96%) to 7,240.95, and the S&P 500 dropped 59.85 points (2.12%) to close at 2,762.13. The Russell 2000 lost 32.60 points (2.06%) to finish at 1,547.27, and the Wilshire 5000 plummeted 612.11 points (2.09%) to 28,616.36.   The price of the 10-year Treasury bond decreased 11/32, bringing its yield up to 2.833%. The price of the 30-year Treasury bond fell 31/32, increasing its yield to 3.077%.   WEEK’S WORTH: For the week ending February 2, the Dow fell 4.12%, the NASDAQ decreased 3.53%, and the S&P 500 was down 3.85%. The Russell 2000 finished 3.78% lower, and the Wilshire 5000 lost 3.84%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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