Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 8th, 2018
CFP Board Sees Expanding Role for Digital Advisers
Looking to 2018 and beyond, traditional advisers, brokerage firms and banks are widely (and aggressively) seeking to integrate digital advice into their service offerings; the CFP Board Center for Financial Planning offers a digital advice road map to help make sense of it all. Read more >
Negative Tax Consequences Often Result from Poor Rollover Knowledge
Unforeseen negative tax consequences often hit job changers when they decide to move money from their previous employers’ retirement plans without sufficient know-how; in an extensive new report, the GAO recommends employers and regulators provide far more support for plan participants. Read more >
Participants Need More Than Savings Plan for Retirement Success
Workers surveyed said help with student loan debt and more financial education would help them achieve their financial goals. Read more >
403(b)s: Similar but Different
In many ways, 403(b)s are similar to other types of DC plans. However, as revealed in the “2018 PLANSPONSOR Defined Contribution Industry Report – 403(b) Plans,” there are some areas of striking contrast. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from American Funds
Who Should Use a Health Savings Account?
Click to watch. Read more >
Beyond (k): Warming to ESG
In terms of investment track records, management with the benefit of an ESG lens is fairly new, making its effectiveness hard to evaluate. In addition, ESG takes many approaches. “ESG strategies are created in every conceivable way, and some are more ‘sincere’ than others,” observes Andy Iseri, senior vice president at Callan, in San Francisco. Read more >
All Communities Desire Retirement Savings Education and Opportunities
Researchers at the University of Notre Dame, in a study funded by the National Endowment for Financial Education, say Hispanic women have a huge appetite for financial education and a strong desire to save, and their savings could provide a critical safety net to America’s largest minority group. Read more >
Market Mirror
Wednesday, the Dow was down 82.76 points (0.33%) at 24,801.36, the NASDAQ was up 24.64 points (0.33%) at 7,396.65, and the S&P 500 decreased by 1.32 points (0.05%) to 2,726.80. The Russell 2000 closed 12.33 points (0.79%) higher at 1,574.53, and the Wilshire 5000 was virtually unchanged at 28,285.72. The price of the 10-year Treasury note was up 2/32, decreasing its yield to 2.882%. The price of the 30-year Treasury bond increased 5/32, bringing its yield down to 3.146%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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