Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 21st, 2018

2018 PLANSPONSOR Retirement Plan Adviser of the Year Finalists

What makes a great retirement plan adviser? As the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists demonstrate, the great professionals in this field have a proven commitment to driving excellent retirement plan design and outcomes for their plan sponsor clients and participants. We will soon publish full profiles of all the finalists on www.planadviser.com, where you can also view the archive of past winners and finalists.  Read more >
Participant Fails to Show Harm in Retirement Plans Acquisition
After the plaintiff’s employment at Siemens concluded, Siemens sold one of its business divisions to Sivantos, Inc., and as part of the sale, Siemens transferred to Sivantos the obligation to pay the plaintiff’s benefits. Read more >
By Cutting Back, Current Retirees Navigate Financial Shocks
Some of today’s retirees are financially fragile, but most appear able to absorb financial shocks without incurring severe hardship; this may very well change in a DC plan-dominated future, CRR researchers warn. Read more >
Retirees Who Own an Annuity Are More Confident
Seventy-three percent of retirees who own an annuity believe they will be able to live the retirement lifestyle they want, compared to 64% of retirees who do not own an annuity, the LIMRA Secure Retirement Institute found through a survey of 2,025 retirees. Read more >
Help DB Clients Stay Realistic About Mortality Assumptions
“It is important for actuaries for all types of pension plans, including those who work with multiemployer and public-sector plans, not to reverse expectations for mortality improvement in response to the latest data,”says Eli Greenblum, chief actuary for The Segal Group. Read more >
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The HSA Opportunity: What Advisors Should Know
Click to watch this video. Read more >
SEC Investor and Cyber Initiatives for 2018
The focus of a recently created task force will be on interactions within the retail market, which the SEC broadly views as the “intersection of investment professionals and retail investors.” Read more >
401k Averages Book Expanded to Include Plans With Larger Participant Balances
There is a wide range between high and low-cost providers. The range of cost is greatest within the small plan market. The range of a plan with $1,000,000 in assets and 100 participants ($10,000 average account balance) is 0.72% to 2.80%. Read more >
Voya Introduces Mandarin Branding of Its Name
The firm also launched a three-month advertising campaign to help build brand awareness in the Asian-American community, and has a Mandarin page on its website. Read more >
Market Mirror
Tuesday, the Dow fell 254.63 points (1.01%) to 24,964.75, the NASDAQ was down 5.16 points (0.07%) at 7,234.31, and the S&P 500 decreased 15.96 points (0.58%) to 2,716.26. The Russell 2000 closed 13.56 points (0.88%) lower at 1,529.99, and the Wilshire 5000 lost 149.99 points (0.53%) to finish at 28,187.63. The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.881%. The price of the 30-year Treasury bond decreased 11/32, bringing its yield up to 3.152%.

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

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

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