Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 5th, 2019
Teachable Moments from Bill Gross’ Run as the ‘Bond King’
Bill Gross’ reign as the “Bond King” offers a chance to reflect on the benefits and challenges firms face when they have superstar employees.  Read more >
Analysis Reveals How Poorly Participants Understand 401(k)s
Dream Forward provides examples of questions and sources of confusion for participants after exploring data from its AI chatbox for participants. Read more >
Guardian Foresees Student Loan Repayment Programs Taking Off
Fifty-two percent of late Boomers say college debt is a major impediment to meeting their financial goals, while 38% of early Millennials and 32% of later Millennials say the same. Read more >
Weathering Audits
The DOL has extended the scope of its examinations. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
Sponsored message from Ascensus
The Rapid Evolution and Retirement Needs of American Small Business
Watch this excerpt of Ascensus’ President, David Musto’s keynote at PLANADVISER National Conference Read more >
Dream Forward’s AI Chatbox Answers Participants’ Retirement Plan Questions
In addition to helping participants understand their retirement plans, the AI chatbox addresses other financial challenges participants face. Read more >
Market Mirror
Yesterday, the Dow increased 175.48 points (0.70%) to 25,239.37, the NASDAQ climbed 83.67 points (1.15%) to 7,347.54, and the S&P 500 was up 18.34 points (0.68%) at 2,724.87. The Russell 2000 gained 15.48 points (1.03%) to finish at 1,517.54, and the Wilshire 5000 closed 206.07 points (0.74%) higher at 28,232.77. The price of the 10-year Treasury note decreased 11/32, bringing its yield up to 2.725%. The price of the 30-year Treasury bond fell 24/32, increasing its yield to 3.063%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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