Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 22nd, 2018

Big Ideas: Time for a New PPA?

On August 17, 2006, President George W. Bush signed into law what he called “the most sweeping reform of America’s pension laws in over 30 years.” As industry experts recall, the major legislative accomplishment was realized despite a closely divided Congress. Similar to the atmosphere in 2006 surrounding the original PPA, today there is an increasing unity and cohesiveness within the advocacy, academic and lobbying community with respect to a wish list of regulatory and legislative reforms. Read more >
DISRUPTION: Driving Down Plan Costs a Clear Focus for FixedFee401k
Our series of exclusive articles featuring retirement industry “disruptors” continues with another growing advice provider in the small- and mid-market, promising 50% lower costs than the traditional competition through the exclusive use of fixed fees. Read more >
Concerns About Retirement Health Care Costs Increasing Interest in HSAs
ConnectYourCare’s 2018 report on consumer-driven health care account trends finds 44.9% of respondents chose to enroll in a health savings account as a savings vehicle for future health care needs, over more immediate benefits like tax savings and lower premiums, up from 40.5% in its 2017 report. Read more >
Giving 529 Plans A Try
In an industry becoming increasingly “siloed,” as one retirement plan adviser observes, he and many others have discovered the value of going against the grain. They have found that adding one or more tangentially related plans or services, even if not lucrative at first, can solidify their client relationships, and their firm’s competitiveness. Read more >
Perspectives on Managing Interest Rate Risks
The 10-year Treasury yield rose 0.87%, from a starting yield of 2.04% on September 7, 2017, to 2.91% on February 15, 2018. Investors have grown concerned that improving economic data and rising inflationary pressures may cause the Federal Reserve to raise interest rates in 2018 at a more aggressive pace than originally anticipated.  Read more >
Why Small Business Owners Often Resist 401(k)s
What Exactly Is Driving the Great Resignation?
John Hancock Defeats ERISA Foreign Tax Credit Lawsuit
Retirement Industry People Moves
Risks and Rewards of Managed Accounts
Sponsored message from JP Morgan
Are Your Clients Concerned about Plan Fees?
J.P. Morgan’s 401(k) Fee Comparison Tool can help you compare your clients’ current fees with industry averages. DISCOVER POTENTIAL SAVINGS > Read more >
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, where you can also view the archive of past winners and finalists. Read more >
BofA Merrill Lynch Participant Website Relaunch Reflects Wellness Trends
Bank of America Merrill Lynch launched a redesigned Benefits OnLine homepage to help plan participants advance their financial wellness and better navigate the wide range of financial stressors impacting employees today. Read more >
Editor's Letter: Rethinking Savings Goals
As fourth quarter meetings happen at the beginning of the new year, this is a good time to reflect on how retirement plans closed out the previous 12 months and to consider what could or should be changed going forward. I imagine many of your clients are looking at their plan returns and feeling pretty positive about the end-of-year account balances their participants are seeing. Read more >
Market Mirror
Wednesday, the Dow closed 166.97 points (0.67%) lower at 24,797.78, the NASDAQ was down 16.08 points (0.22%) at 7,218.23, and the S&P 500 decreased 14.93 points (0.55%) to 2,701.33. The Russell 2000 was up 1.84 points (0.12%) at 1,531.84, and the Wilshire 5000 lost 214.66 points (0.76%) to finish at 27,972.97. The price of the 10-year Treasury note decreased 15/32, bringing its yield up to 2.944%. The price of the 30-year Treasury note fell 1 8/32, increasing its yield to 3.223%.
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