Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 6th, 2019
Fiduciaries Get Final Win in Lawsuit Disney 401(k) Investment in Sequoia Fund
In their second amended complaint, the plaintiffs argued that the Sequoia Fund purported to be a value fund, but increased investments in Valeant Pharmaceuticals created a “clear indicia of a growth stock,” and did not meet the Sequoia Fund’s purported investing criteria of seeking out value stocks. Read more >
IRI’s Latest Advocacy Blueprint Aligns With Many Provisions of RESA
This year, the IRI has also issued a state advocacy blueprint calling on states to focus on educating individuals about the importance of retirement planning and encourage federal policymakers to enact proposals expanding access to private-sector retirement plans. Read more >
Smart Beta Adoption Hindered by Adviser Inexperience
Strategic beta products offer advisers the opportunity to fine-tune investment exposures, but the strategies demand “increasing intellectual capital to select amid an abundance of options.” Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2023 Retirement Plan Adviser of the Year Finalists
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from T. Rowe Price
A Different Perspective on Sequence-of-Returns Risk Around Retirement
Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention is sequence-of-returns (SoR) risk. This analysis evaluates the impact of SoR risk on target date investing. Read more >
Compliance Consult: Lost Participants
The first challenge that plan sponsors and their service providers face when dealing with lost participant issues is identifying who is lost. Plan fiduciaries generally find that participants fall into two categories: 1) participants to whom the plan sends a written communication and the communication is returned as undeliverable, and 2) participants to whom the plan sends a communication requiring an affirmative response or an action by the participant. Read more >
Participants Report Being Knowledgeable About Retirement Plans
Simple participant education ideas can make a great impact, according to Vestwell; after hearing one Investopedia statistic about the benefit of saving early, 21.7% of respondents said they plan to increase their retirement plan contribution. Read more >
Market Mirror
Tuesday, the Dow was down 13.02 points (0.05%) at 25,806.63, the NASDAQ slipped 1.21 points (0.02%) to 7,576.36, and the S&P 500 decreased 3.16 points (0.11%) to 2.789.65. The Russell 2000 lost 7.15 points (0.45%) to finish at 1,568.28, and the Wilshire 5000 closed 40.14 points (0.14%) lower at 28,923.03. The price of the 10-yesr Treasury note was down 1/32, increasing its yield to 2.726%.  The price of the 30-year Treasury bond was up 4/32, decreasing its yield to 3.086%.
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