Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 19th, 2019

Climate Change and ESG

Over the last 50 years, investors have slowly broadened their objectives, from solely seeking maximum returns to enhancing the welfare of society—emphasizing investments that care for the environment, fulfill the social contract, and exercise fair and just corporate governance.  Read more >
Plaintiffs File Brief in Opposition of Supreme Court Review of Putnam Case
The plaintiffs say Putnam’s question to the Supreme Court on whether the plaintiff or the defendant bears the burden of proof on loss causation under Employee Retirement Income Security Act is premature in the case and overstates the purported circuit split. Read more >
Individuals Concerned About Impact of RMDs on Taxes
Nearly one-third of individuals surveyed by Allianz Life Insurance Company of North America say they have difficulty understanding how required minimum distributions could impact their overall tax obligation. Read more >
Institutional Investors Looking to Diversify Sources of Alpha
Institutions are pursuing different portfolio construction approaches in part because of their expectations for the future. Twenty-one percent of all respondents said that their biggest concern is a low-return environment, followed by volatility. Read more >
Experts Predict Major Growth in Retirement Coverage, Benefits
Why 529 Education Savings Plans Are More Valuable Than Ever
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Biden’s First Veto Keeps DOL’s ESG Rule in Place
A Reminder to Avoid Fraudulent Hardship Withdrawals
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 >
The ‘Volatility’ Conversation
In an interview with PLANADVISER last August, Katherine Roy, chief retirement strategist at J.P. Morgan, suggested that the long streak of equity market gains retirement plan investors enjoyed heading into the early part of last year created a fair amount of overconfidence and complacency. Read more >
J.P. Morgan, LIMRA Offer Planning Guides for Financial Advisers
The J.P. Morgan guide includes late-cycle retirement discussions, and the LIMRA guide highlights 10 common myths of pre-retirees and retirees. Read more >
MassMutual Tool Provides Personal Financial Wellness Score
MapMyFinances also offers guidance to help people achieve their financial goals. Read more >
Watson Publishes 403(b) Plan eSource for
“We believe that The 403(b) Plan eSource will be the ‘go-to’ resource for 403(b) professionals and will allow 403(b) professionals to find answers to their compliance questions easily and quickly,” says Timothy McCutcheon, JD, CPA, MBA, publisher of Read more >
Market Mirror
Yesterday, the Dow was up 65.23 points (0.25%) at 25,914.10, the NASDAQ increased 25.95 points (0.34%) to 7,714.48, and the S&P 500 closed 10.46 points (0.37%) higher at 2,832.94. The Russell 2000 climbed 10.39 points (0.67%) to 1,563.93, and the Wilshire 5000 gained 129.08 points (0.44%) to finish at 29,322.83. The price of the 10-year Treasury note decreased 3/32, bringing its yield up to 2.603%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 3.014%.
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