Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 1st, 2018
Social Security Optimization Can Extend Retirement Portfolios by a Decade
In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking on Social Security claiming strategies—and a failure to coordinate these effectively with the drawdown of DC plan assets. Read more >
From the Magazine: Micro Plans Lag Behind Plan Design Trends
Plan design is another area where micro plans significantly trail other plans and where advisers can put their clients on a better path. The 2018 PLANADVISER Micro Plan Survey indicates that a mere 20% of these plans automatically enroll participants, and just 13% use automatic escalation.  Read more >
Georgetown University Targeted by Familiar ERISA Breach Allegations
Plaintiffs argue it was inappropriate to allow three recordkeepers to supply the plans with a separate menu of investment choices, including mutual fund share classes that charged higher fees than other alternatives that offered the same investment strategies or less expensive share classes of the exact same investment fund—or both. Read more >
Most Women Worried About Life in Retirement
A mere 25% expect life will be better in retirement, according to the survey conducted by The Harris Poll among 1,012 adults who are age 50 or older either retired or planning to retire in the next 10 years; 473 of which were women. Read more >
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TOP 100 Retirement Plan Advisers
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What Is a DOL Adviser Investigation Like?
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Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
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Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes
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Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit
Sponsored message from American Funds
Talk to Plan Sponsors about Health Savings Accounts
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Tax Reform Prompts Affluent to Seek Out Financial Planners
“Effective financial planning takes an individual’s personal situation into account, as well as current laws and overall economic climate,” says Jeanette Koger, vice president of advisory services and credentialing at AICPA. “The newly enacted tax legislation is going to have an impact on the financial plans of tens of millions of Americans.” Read more >
Arnerich Massena Offers Best Practices for Plan Monitoring
The latest in a series of white papers discusses monitoring investment menu managers, plan providers and plan fees. Read more >
Market Mirror
Wednesday, the Dow fell 380.83 points (1.50%) to 25,029.20, the NASDAQ closed 57.35 points (0.78%) lower at 7,273.01, and the S&P 500 decreased 30.45 points (1.11%) to 2,713.83. The Russell 2000 was down 24.03 points (1.56%) at 1,512.45, and the Wilshire 5000 lost 222.83 points (0.79%) to finish at 28,117.02.   The price of the 10-year Treasury note was up 9/32, decreasing its yield to 2.865%. The price of the 30-year Treasury bond increased 19/32, bringing its yield down to 3.129%.

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

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

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