Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 18th, 2019

Will Your Errors and Omissions Insurance Policy Keep You Dry?

Buyer Beware! One experienced matchmaker pairing RIAs with providers of E&O insurance policies likens the space to the Wild West, especially when one looks at the “non-admitted” provider marketplace. Read more >
Active TDFs May Help With Market Volatility, Sequence Risk
While passive target-date funds (TDFs) dominate the defined contribution (DC) retirement plan market, Cerulli suggests that touting advantages of active TDFs could make plan sponsors reconsider. Read more >
Using Behavioral Finance to Boost Retirement Security
IFEBP looks at how emotional, social and cognitive factors can be used to help participants better prepare for retirement and suggests 10 ways sponsors can employ behavioral finance in their retirement plan. Read more >
Newport Group Purchases PNC Bank’s Recordkeeping Business
Upon closing of the transaction, Vested Interest, which has $17 billion of assets under administration, will operate as part of Newport Group and its employees will join Newport Group. Read more >
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MIT ERISA Lawsuit Parties Announce Settlement
Sponsored message from OneAmerica
CITs: A Demonstration of Commitment and Experience
Financial professionals are seeking more efficient ways to provide retirement plan participants with high quality and low-cost investing options. One possible way to do this is by using Collective Investment Trusts, or CITs. Terry Burns of OneAmerica, Retirement Services, discusses how OneAmerica is working to support retirement plan advisors, plan sponsors and participants in this endeavor. Read more >
Retirement Industry People Moves
The Lanzetta Group moves to Securities America platform; Deutsche Bank hires West Coast head; Greenleaf joins Retirement Advisor Council; and more. Read more >
Investment Product and Service Launches
ProShares Launches ETF for Growing Pet Care Firms; HB&T Reveals Upcoming Sequence of Collective Investment Funds; and Salt Financial Files Registration for ETF That Pays Investors. Read more >
Market Mirror
Friday, the Dow climbed 138.93 points (0.54%) to 25,848.87, the NASDAQ closed 57.62 points (0.76%) higher at 7,688.53, and the S&P 500 increased 14.00 points (0.50%) to 2,822.48. The Russell 2000 was up 3.90 points (0.25%) at 1,553.54, and the Wilshire 5000 gained 129.33 points (0.44%) to finish at 29,193.76.   The price of the 10-year Treasury note increased 11/32, bringing its yield down to 2.590%. The price of the 30-year Treasury bond climbed 20/32, decreasing its yield to 3.016%.   WEEK’S WORTH: For the week ending March 15, the Dow was up 1.57%, the NASDAQ climbed 3.78%, and the S&P 500 gained 2.89%. The Russell 2000 increased 2.08%, and the Wilshire 5000 finished 2.79% higher.

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

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