Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 29th, 2019

2019 PLANSPONSOR Retirement Plan Adviser of the Year Winners

The 2019 PLANSPONSOR Retirement Plan Adviser of the Year winners and finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Congratulations to all the firms on the list! Read more >
Middle-Income Americans Fret College and Retirement Costs
Only 33% think they are saving enough for retirement, according to a Primerica survey. Read more >
Hedge Fund Returns Muted in Light of Sustained Bull Market
Willis Towers Watson suggests new approaches they can take to remain relevant. Read more >
Women Feel More Vulnerable to Retirement Risks
Nearly one-third fear they will outlive their assets, according to LIMRA-SRI. Read more >
Principal Announces Fixed Income Fund Offering Guaranteed Credit Rates
The investment option will be available for 401(k), 401(a), 403(b) and governmental 457(b) plans.  Read more >
Inheritance Pathways Exist to Replace Stretch IRAs
SECURE Act Update: Revisions to Model Rollover Notices
Washington Update: Industry Turns Attention to Portman-Cardin Bill
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
FINRA Wants to Help You With Reg BI Compliance
UK Auto Enrollment Initiative Shows Participation Rate Increase
While the UK’s requirement to automatically enroll all workers into a retirement plan showed a potential for a big boost in participation if the U.S. were to adopt a similar policy, finding about re-enrollment did not show a big boost. Read more >
403(b) Plans Tuned In to Education
Nonprofit and public plans are the most apt to support efforts to learn Read more >
Market Mirror
Market data will resume on Monday.
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