Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 29th, 2018
Defining the Duty of Loyalty
The fundamental obligation of a fiduciary in discharging his duties is to act, as stated in Donovan v. Bierwith, “with an eye single to the interests of plan participants and beneficiaries.” According to Bussian v. R. J. Nabisco, Inc., “ERISA’s duty of loyalty is the highest known to the law.” Read more >
Pension Plans Need Help Crafting and Executing De-Risking Strategies
By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured in Goldman Sachs Asset Management’s long-running pension research series; at the same time, sponsors are making large voluntary contributions to take advantage of disappearing tax incentives.  Read more >
Retirement Saving Less of a Priority for Women than Men
For most people, saving for retirement does not become pressing until their 40s or 50s, when it may already be too late to craft a realistic retirement income planning strategy.  Read more >
Divorce a Retirement Roadblock
TD Ameritrade’s Financial Challenges of Divorce and Widowhood survey of 2,000 adults ages 37 and older gives insight into the financial lives of the 25 million divorced and 14.5 million widows and widowers in the U.S. While the survey contains points of optimism, the analysis, in some respects, is stark. Read more >
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PLANADVISERdash - July 16, 2018
Sponsored message from Principal
HOW CAN YOU USE FEE LEVELIZATION TO GROW YOUR PRACTICE?
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2018 PLANADVISER Micro Plan Survey
Like most retirement plans, on average, micros appear to have ample room for improvement, with an average participation rate of 77%, only slightly below the 79% rate among plans of all sizes, and an average balance of $78,546, trailing the $97,903 average for the broad sweep of plans. Read more >
Ladenburg Launches Behavioral Finance Advice Training Program
Through the Behavioral Financial Advice Training Program, Ladenburg’s Practice Management team of professional business coaches provide education and training in order to support advisers in better understanding the psychological makeup of their clients. Read more >
Betterment for Advisors Offers More Flexibility for Client Portfolios
With Flexible Portfolio, advisers now have the option to personalize a client’s portfolio around their views, current holdings and personal circumstances. Read more >
Market Mirror
Wednesday, the Dow was down 9.29 points (0.04%) at 23,848.42, the NASDAQ lost 59.58 points (0.85%) to finish at 6,949.23, and the S&P 500 decreased 7.62 points (0.29%) to 2,605.00. The Russell 2000 was virtually unchanged at 1,513.02, and the Wilshire 5000 closed 71.41 points (0.26%) lower at 27,037.06. The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.779%. The price of the 30-year Treasury bond was up 5/32, decreasing its yield to 3.022%.

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

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

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