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February 13th, 2019

Announcing the 2019 PLANADVISER Top 100 Retirement Plan Advisers

PLANADVISER is pleased to reveal the 2019 Top 100 Retirement Plan Advisers. This annual listing includes specialist advisers who reach the top of their respective peer groups in terms of assets under advisement or number of retirement plan clients, including defined contribution, defined benefit and nonqualified plans. Congratulations to all of these firms and their partners!  Read more >
Senate Committee Fields Suggestions for Promoting Savings
Hearing witnesses discussed conducting a comprehensive review of the American retirement system, allowing for open multiple employer plans, and changing certain defined contribution plan rules to facilitate greater savings, among other things. Read more >
CRR Report Quantizes Causes of Early Retirements
According to the CRR researchers, the causes or “shocks” driving earlier-than-hoped retirements can be lumped into four categories. These are health shocks, employment shocks, familial shocks and financial shocks. Read more >
403(b) Litigation Update
While 403(b) plaintiffs have certainly raised novel and creative theories, some courts have indicated that they are not persuaded. For example, in one case, the court dismissed the action because it found that, on their face, allegations similar to those described above did not give rise to breaches of fiduciary duty under ERISA. Read more >
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Jumbo Imprudence Alleged in H.E. Butt ERISA Challenge
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Fiduciary Advisory Firms Sue to Block SEC’s Reg BI
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MIT ERISA Lawsuit Parties Announce Settlement
Ascensus Enhances Elite Advisor Program
The program pairs specialists with dedicated strategic account managers and brings access to a team of ERISA attorneys. Read more >
Smart Design
A ground plan for making all clients profitable clients. Read more >
Market Mirror
Tuesday, the Dow climbed 372.65 points (1.49%) to 25,425.76, the NASDAQ closed 106.71 points (1.46%) higher at 7,414.62, and the S&P 500 increased 34.93 points (1.29%) to 2,744.73. The Russell 2000 was up 19.25 points (1.27%) at 1,538.23, and the Wilshire 5000 gained 358.56 points (1.28%) to finish at 28,462.48. The price of the 10-year Treasury note was down 7/32, increasing its yield to 2.681%. The price of the 30-year Treasury bond decreased 14/32, bringing its yield up to 3.015%.

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

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