Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 26th, 2019
IRS Updates Information About Adopting Pre-Approved Plan Documents
The Internal Revenue Service has updated its Pre-Approved Retirement Plan Adopting Employers FAQs publication. The web page provides information for retirement plan sponsors that have individually designed retirement plan documents but want to adopt a pre-approved prototype or volume submitter plan document.  Read more >
SEC Money Market Rule Changes Still Playing Out
The SEC made fundamental changes to the rules governing money market funds back in 2014; according to John Faustino at Fi360, the rule changes have created a big opportunity for advisers with stable value fund expertise. Read more >
Investors Still Prefer Live Advisers to Robo-Advisers
A survey by MDRT conducted by Harris Poll found that 85% of Americans prefer working with a human financial adviser rather than a robo-adviser, and 88% said technology should complement, not replace, the services of a human financial adviser. Read more >
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Hub International’s Ambitious Vision for the Retirement Market
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AutoZone’s Use of Prudential GoalMaker Criticized in New Lawsuit
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2020 Contribution and Benefit Limits Announced
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IRS Proposes Changes to Tables Used in RMD Calculations
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AllianceBernstein to Close its Mutual Fund Target-Date Series
Downward Trend in 401(k) Plan Costs Continues
The 401k Averages Book also shows smaller plans continue to pay higher fees than large plans. Read more >
Promotional Materials for America Saves Week Available
The Employee Benefit Research Institute and the American Savings Education Council have announced the availability of promotional materials for America Saves Week, February 15 through March 2. Read more >
Market Mirror
Yesterday, the Dow closed 60.14 points (0.23%) higher at 26,091.95, the NASDAQ gained 26.92 points (0.36%) to finish at 7,554.46, and the S&P 500 was up 3.44 points (0.12%) at 2,796.11. The Russell 2000 was down 1.26 points (0.08%) at 1,588.81, and the Wilshire 5000 increased 34.94 points (0.12%) to 29,021.22. The price of the 10-year Treasury note was down 3/32, increasing its yield to 2.664%. The price of the 30-year Treasury bond decreased 10/32, bringing its yield up to 3.030%.

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

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