Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 12th, 2019

Liquidity Buckets and Other Strategies to Protect Boomers’ Savings

Experts say Baby Boomers must be proactive about building sufficient short-term liquidity into their strategies for managing assets through retirement; this will help them avoid making withdrawals from depressed equity investments during bouts of volatility. Read more >
What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking. Read more >
Familial Caregiving Impacts Many Clients’ Finances
One if five U.S. adults currently assists an older family member with daily tasks or housing, according to a new survey from RBC Wealth Management; in addition to causing stress and anxiety, the impact of caregiving can be significant on an individual’s financial health. Read more >
Aggressive Saving Is Simply Essential
A detailed analysis prepared by Aon suggests the typical worker would have to start saving at age 25 and put away 16% of pay annually—including the employer retirement plan match—to achieve a stable retirement outlook by age 67. Read more >
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DB vs DC Outcomes Determined by Generosity, Design
The increasing prevalence of automatic enrollment and solutions making 401(k) plan assets more easily portable are two reasons why DC plan outcomes can compete with DB plan results. Read more >
Weathering Audits
The DOL has extended the scope of its examinations. Read more >
Market Mirror
Yesterday, the Dow closed 53.22 points (0.21%) lower at 25,053.11, the NASDAQ increased 9.71 points (0.13%) to 7,307.91, and the S&P 500 was up 1.92 points (0.07%) at 2,709.80. The Russell 2000 gained 12.59 points (0.84%) to finish at 1,518.98, and the Wilshire 5000 closed 47.34 points (0.17%) higher at 28,103.92. The price of the 10-year Treasury note was down 7/32, increasing its yield to 2.654%. The price of the 30-year Treasury bond decreased 13/32, bringing its yield up to 2.995%.

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

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

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