Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 15th, 2019

Sellers’ Market Brings Succession Planning to the Fore

RIA industry analysts and executives agree that it’s a “sellers’ market” when it comes to acquisitions and mergers among independent advisory shops; they warn many potential sellers are ill-prepared for an ownership transition. Read more >
PGIM Experts Promote LDI Strategies for Pension Protection
Liability-driven investing is growing more important as pension plans broadly move into a phase where they are not growing but instead need to be focused on meeting their benefit obligations.
Read more >
Americans Worry About Running Out of Money in Retirement
CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs. Read more >
Introducing the 2019 PLANADVISER Top 100 Retirement Plan Advisers List
This list includes 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. Read more >
Principal Reveals Eagerly Awaited Wells Fargo Platform Integration Strategy
SECURE Act Ensnared in Senate After Flying Through House
Jumbo Imprudence Alleged in H.E. Butt ERISA Challenge
Fiduciary Advisory Firms Sue to Block SEC’s Reg BI
MIT ERISA Lawsuit Parties Announce Settlement
The SEC on Rollovers
The agency says RIAs are fiduciaries Read more >
403(b) Litigation Update
Court decisions reveal some emerging themes Read more >
Market Mirror
Thursday, the Dow lost 103.88 points (0.41%) to finish at 25,439.39, the NASDAQ was up 6.58 points (0.09%) at 7,426.96, and the S&P 500 decreased 7.30 points (0.27%) to 2,745.73. The Russell 2000 increased 2.16 points (0.14%) to 1,545.11, and the Wilshire 5000 closed 55.20 points (0.19%) lower at 28,493.33.   The price of the 10-year Treasury note increased 14/32, bringing its yield down to 2.655%. The price of the 30-year Treasury bond climbed 21/32, decreasing its yield to 2.998%.

Editorial: Alison Cooke Mintzer


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