Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 21st, 2019

With LDI, DC Plans Can Address Individuals’ Retirement Obstacles

The use of liability-driven investing strategies has mostly been confined to the pension plan market, but increasingly, LGIMA (and its competition) is thinking about how LDI could be of service to DC plans. LGIMA CEO Aaron Meder says the analog of LDI in DC plans is “in-plan guaranteed retirement income.” Read more >
FIDUCIARY FITNESS: The Need to Investigate Alternatives
Some recent court decisions have taken different approaches to the issue of a plan fiduciary’s obligation to consider collective trusts and insurance company separate accounts as alternative investments to mutual funds. This is an issue for the applicable fiduciaries of tax qualified plans, as Internal Revenue Code Section 403(b) plans may not, in general, invest in collective trusts or separate accounts. Read more >
Another Undisclosed Fee Lawsuit Filed Against Fidelity
According to the recent complaint, Fidelity has breached its fiduciary duties to retirement plans by charging mutual fund and other investment companies a substantial fee as a condition for their investment vehicles being offered on Fidelity’s fund platform. Read more >
Women Need Help Planning for Family Financial and Retirement Goals
Feeling less educated about retirement planning and personal financial planning than they should be is a barrier to the financial planning process, women say, according to a Lincoln Financial survey. Read more >
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Product Development Moves Beyond the 401(k) Plan
2018 Largest Asset Allocation De-Risking Year for DB Plans Since 2011
Actions taken by defined benefit plan sponsors helped them reduce Pension Benefit Guaranty Corporation premiums, according to a J.P. Morgan analysis. Read more >
LT Trust Redesigns Website for 401(k) Platform
The new website includes a detailed section about how unlimited investment lineup options can help 401(k) advisers give their clients the best chance of reaching retirement readiness. Read more >
Market Mirror
Wednesday, the Dow lost 141.71 points (0.55%) to finish at 25,745.67, the NASDAQ was up 5.02 points (0.07%) at 7,728.97, and the S&P 500 was down 8.34 points (0.29%) at 2,824.23. The Russell 2000 decreased 11.83 points (0.76%) to 1,543.16, and the Wilshire 5000 closed 97.03 points (0.33%) lower at 29,200.52. The price of the 10-year Treasury note increased 25/32, bringing its yield down to 2.531%. The price of the 30-year Treasury bond climbed 1 5/32, decreasing its yield to 2.968%.

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

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

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