Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 11th, 2019

Some Say Investors Are Better Served by Tactical TDFs

The Great Recession prompted target-date fund managers to more seriously consider tactical glide-path deviations based on market conditions and forecasts. According to the PLANSPONSOR TDF Buyer’s Guide, 55% of target-date fund providers now employ some type of tactical strategy in the ongoing management of their products. Read more >
Retirement Savings Shortfall Ticks Downward
Just over four in 10 U.S. households are projected to run short of money in retirement, according to an updated analysis from EBRI. Read more >
PBGC to Get Help With Administration, Finding Missing Participants
Serco Inc. will also provide PBGC field offices with database support and data analytics. Read more >
Retirement Industry People Moves
Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more. Read more >
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Market Practice Innovation: Increased Efficiency and Impact in The Small Market
Watch this excerpt from Ascensus President, David Musto’s keynote at PLANADVISER National Conference Read more >
Various Approaches to In-Plan Income
Providers may offer the wrong solution for sponsors’ need Read more >
Climate Change and ESG
The news drives interest in ESG, but the change to widespread adoption is slow Read more >
Market Mirror
Friday, the Dow was down 22.99 points (0.09%) at 25,450.24, the NASDAQ closed 13.32 points (0.18%) lower at 7,408.14, and the S&P 500 lost 5.86 points (0.21%) to finish at 2,743.07. The Russell 2000 decreased 1.74 points (0.11%) to 1,521.88, and the Wilshire 5000 fell 60.74 points (0.21%) to 28,402.26. The price of the 10-year Treasury note was up 2/32, decreasing its yield to 2.633%. The price of the 30-year Treasury bond increased 7/32, bringing its yield down to 3.016%. WEEK’S WORTH: For the week ending March 8, the Dow decreased 2.21%, the NASDAQ lost 2.46%, and the S&P 500 was down 2.16%. The Russell 2000 fell 4.26%, and the Wilshire 5000 finished 2.41% lower.

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

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

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