Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 21st, 2019

Success Beyond the Usual Statistics

High-level averages are often used to talk about the retirement readiness of a given defined contribution plan population, but the numbers can be misleading when it comes to assessing real outcomes for individual employees. Read more >
U.S. Supreme Court Lets Stand Denial to Compel Arbitration in USC ERISA Lawsuit
The U.S. Supreme Court has denied the University of Southern California’s petition to have the high court determine whether participants who filed a lawsuit challenging the management of the university’s two Employee Retirement Income Security Act retirement plans should be compelled to arbitrate their claims pursuant to an agreement signed with the university. Read more >
DOL to Hold Fiduciary Responsibilities Seminar in Portland
The Department of Labor Employee Benefits Security Administration’s next “Getting It Right—Know Your Fiduciary Responsibilities” seminar will be held in Portland, Oregon, on April 10. Read more >
Your Message, Set in Film
How well you convey the retirement saving message to your clients’ employees can help decide their future. This year, our Practice Development series explores various means to communicate with participants—present and potential—and do it more effectively. 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 ‘Volatility’ Conversation
“It’s always important for people to understand the big picture of where we might be in a market cycle,” says Katherine Roy, chief retirement strategist at J.P. Morgan. Often, participants focus on what markets have done in the last several weeks or months, and they forget the basics of long-term investing and saving. Read more >
Areas Where Micro Plans Shine
Micro plans are more likely to offer group participant education sessions compared with all plans (76% vs. 59% did so) and one-on-one participant education (76% vs. 57%). Read more >
Market Mirror
Wednesday, the Dow closed 63.12 points (0.24%) higher at 25,954.44, the NASDAQ was up 2.30 points (0.03%) at 7,489.07, and the S&P 500 increased 4.94 points (0.18%) to 2,784.70. The Russell 2000 gained 7.19 points (0.46%) to finish at 1,581.66, and the Wilshire 5000 was up 43.08 points (0.15%) at 28,905.51. The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.642%. The price of the 30-year Treasury bond decreased 9/32, bringing its yield up to 2.993%.

Editorial: Alison Cooke Mintzer


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