Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 11th, 2019

Managed Account QDIA Mechanics Challenge Plan Sponsor Clients

ERISA attorneys and plan design consultants say they are hearing more questions from sponsors about using managed accounts as a plan’s default investment, but the most common use case remains opt-in managed accounts. Read more >
Recordkeeping Clients of BB&T and SunTrust Wait for More Merger News
The recently-announced merger between BB&T and SunTrust will create the sixth-largest retail banking organization in the U.S.; both firms also have a presence in the DC plan recordkeeping world, prompting questions about what the deal could mean for retirement plan clients. Read more >
BlackRock Recommends Easy Solutions to Alleviate Barriers to Retirement Saving
Respondents to BlackRock’s 2019 Global Investor Pulse survey cited other financial concerns and intimidation about investing as reasons for not saving for the long term. Read more >
Passage of Open MEP Legislation Means Major Change for Retirement Plan Industry
Speakers during a webcast said passage of legislation to allow for open MEPs will be a disruptor affecting nearly all stakeholders in the retirement industry, including broker/dealers and advisers. Read more >
MOST READ ARTICLES
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Walgreen Sued for Keeping Underperforming TDFs in 401(k)
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‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
3
SECURE Act Ensnared in Senate After Flying Through House
4
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
5
The DOL’s Fiduciary Race Ahead of 2021
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Americans Confident DC Plans Will Help Them Meet Their Retirement Goals
They also say that these accounts help them think about the long term and make it easier to save, an ICI survey found. Read more >
Retirement Industry People Moves
Retirement sales consultant joins TRA; ERISA industry committee appoints leaders; Murphy and Reynolds take new roles at Great-West; and more. Read more >
Market MIrror
Friday, the Dow closed 63.20 points (0.25%) lower at 25,106.33, the NASDAQ closed 9.85 points (0.14%) higher at 7,298.20, and the S&P 500 was up 1.83 points (0.07%) at 2,707.88. The Russell 2000 was virtually unchanged at 1,506.39, and the Wilshire 5000 increased 17.96 points (0.06%) to 28,056.58.   The price of the 10-year Treasury note was up 7/32, decreasing its yield to 2.635%. The price of the 30-year Treasury bond increased 17/32, bringing its yield down to 2.977%.   WEEK’S WORTH: For the week ending February 8, the Dow finished 0.17% higher, the NASDAQ climbed 0.47%, and the S&P 500 was up 0.05%. The Russell 2000 gained 0.29%, and the Wilshire 5000 increased 0.11%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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