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Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR

March 28th, 2019

ESOPs and Retirement Plan Advisers

Mark Kossow, a member at Clark Hill law firm, whose practice is focused on ESOPs, based in Princeton, New Jersey, says retirement plan company stock investment lawsuits are outlier cases. He points out that there is empirical evidence that ESOP-owned companies are more profitable. “The value of the benefit as a retirement plan will be beneficial to employees and employers,” he says. Read more >

Is Your Advisory Business Market-Ready?

There are many succession options for retirement plan advisers planning for their own futures, but whatever route an owner may take, advanced planning will improve the process. Read more >

Nearly Six in 10 Young Women Have Tapped Into Their Retirement Account

Women under the age of 30 are not confident about how much they are saving, with 76% saying they could be doing better, according to a survey by E*TRADE. This is higher than the 69% of the general population who think they should be saving more. Read more >

Majority of Americans Feel Financially Stressed

Asked what benefits support their well-being, 74% said retirement plans, 56% said life insurance, 35% said tuition reimbursement/student loan repayment programs, and 29% said financial education. Read more >

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2023 Retirement Plan Adviser of the Year Finalists

Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business

With SECURE 2.0, the Cash Balance DB Plan May Be Back

Retirement Advisers Increasingly Want PEP Option in Toolbox

LinkedIn Will Pay Out $6.75 Million for 401(k) Participant Complaint

Benchmarking Ability Shouldn’t Hinder DC Plan Adoption of ESG Investments

There are obstacles to good comparisons for environmental, social and governance (ESG) investments, but in a white paper, Karen Kaufman-White, investment research associate at Strategic Benefit Services, indicates she believes that over time, more robust data will become available, facilitating enhanced reporting capabilities and standardization. Read more >

PLANADVISER Practice Benchmarking Survey

Our definitive annual report on how retirement plan advisers run their practices, particularly with respect to recommending funds, providing individual advice to plan participants and serving as a fiduciary. Read more >

Market Mirror

Wednesday, the Dow was down 32.14 points (0.13%) at 25,625.59, the NASDAQ closed 48.15 points (0.63%) lower at 7,643.38, and the S&P 500 decreased 13.09 points (0.46%) to 2,805.37. The Russell 2000 was down 5.93 points (0.39%) at 1,522.23, and the Wilshire 5000 lost 142.93 points (0.49%) to finish at 28,967.77. The price of the 10-year Treasury note increased 12/32, bringing its yield down to 2.382%. The price of the 30-year Treasury bond climbed 1 5/32, decreasing its yield to 2.820%.

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