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 >
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
A New World and New Opportunities for Alpha
2020 Required Amendments List Published by IRS
OMB Has Received a Final Fiduciary Rule From DOL
Financial Wellness Programs in Greater Demand During COVID-19
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%.
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