February 7th, 2018

Things Bond Fund Managers Say That Set Off Our Alarms “In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases,” write Brett Wander and Jake Gilliam, two investing team leaders at Charles Schwab. “When we look for bond managers as sub-advisers, there are things we like to hear, but there are also things managers say that immediately trigger our alarms.” Read more > Retirement Income, Managed Accounts and ‘Shadow Fiduciaries’ New Cerulli research shows the most common reason for which 401(k) plan sponsors offer participants a managed account service is that it can be positioned as a retirement income solution; also considered is the emergence of so-called “shadow fiduciaries.” Read more > Small-Business Clients Will See Biggest Tax Impact on Retirement Plans The net result of the Tax Cuts and Jobs Act is that many clients will have a lower effective tax rate, and this can have a direct impact on small pass-through business owners’ decisions about running retirement plans. Read more > Lori Lucas New President of EBRI Lucas tells PLANADVISER there is a new vision for EBRI’s future as it marks its 40th anniversary in 2018. For one, EBRI is planning to roll out a new website. Read more > MOST READ ARTICLES

Sponsored message from JP Morgan Explore the benefits of reversing the search Conventional 401(k) searches start with choosing a recordkeeper then a target date fund manager. Learn how reversing this search order allows you to achieve your goals and take full advantage of potential savings coming from the plan’s target date fund choice. VIEW THE J.P. MORGAN CASE STUDY > Read more > Careful Consideration of Client Age Groups Behooves Advisers When working with Millennials, Generation Xers or Baby Boomers, it is crucial for advisers and sponsors to reach them with targeted communications; however, there are also some fundamentals that apply across all generations. Read more > Many Millennials Saving More for Retirement Than Other Generations Nearly half of Millennials with a 401(k) contribute 10% or more on a monthly basis—which is the highest percentage of any other generation (only 36% of Gen Xers and 44% of boomers reported the same), according to the Generations Ahead Study from Allianz Life Insurance Company of North America. Read more > Institutional Investors See Ninth Consecutive Positive Quarter The Wilshire Trust Universe Comparison Service saw a median return of 3.59% for all plan types in the fourth quarter, the longest string of positive quarterly returns for all plan types since June 1998. Read more > Market Mirror Tuesday, the Dow made a slight rebound from the past two days, rising 567.02 points (2.33%) to 24,912.77. The Dow gained 148.36 points (2.13%) to finish at 7,115.88, and the S&P 500 closed 46.20 points (1.74%) higher at 2,695.14. The Russell 2000 again suffered a loss, down 40.10 points (2.59%) at 1,507.17. The Wilshire 5000 climbed 440.03 points (1.60%) to 27,930.84. The price of the 10-year Treasury note decreased 25/32, bringing its yield up to 2.799%. The price of the 30-year Treasury bond fell 1 3/32, increasing its yield to 3.066%.

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