Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 2nd, 2019

Your Message, Set in Film

Videos can be a powerful tool for engaging employees, for showing them the value of investing in the plan. Jennifer Benz, senior vice president with Benz Segal, in San Francisco, says video at its best gets people excited about a topic through an emotional story. It also shines when explaining concepts difficult to understand on paper, she says. Read more >
Affirmation of Teets vs. Great-West Shows ERISA Liability Limits
ERISA sets exacting standards when it comes to the treatment of retirement plan investments, but a new appellate court ruling underscores the fact that not all parties dealing with retirement plans generate fiduciary liability. Read more >
Couple Retiring This Year Will Spend How Much on Health Care?!
A 65-year old couple retiring in 2019 can expect to spend quite a large sum on health care and medical expenses throughout retirement, according to Fidelity’s annual Retiree Health Care Cost Estimate. Read more >
Various Approaches to In-Plan Income
There is a disparity in how different groups of retirement industry stakeholders approach in-plan retirement income products, says the fourth-quarter 2018 issue of “The Cerulli Edge – U.S. Retirement Edition.” Read more >
Franklin Templeton to Acquire Putnam for $925 Million
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Smart Acquires Managed Account Provider ProManage
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
FINRA Fines Vanguard for Overstating Money Market Projections
Healthier Economy Brings Out Retirement Concerns
One of the ironies of surveys of U.S. workers’ retirement confidence is that improved economic conditions allow people to look towards the future, which can in itself cause greater financial anxiety. Read more >
Ahead of the Retirement Wave
Just over 80% of employers acknowledge the importance of their older workers and of managing the retirement process. Yet, only about half believe they understand the process well, and just one-quarter say they have found an effective approach. Read more >
Market Mirror
Yesterday, the Dow gained 329.74 points (1.27%) to finish at 26,258.42, the NASDAQ closed 99.59 points (1.29%) higher at 7,828.91, and the S&P 500 increased 32.79 points (1.16%) to 2,867.19. The Russell 2000 was up 16.33 points (1.06%) at 1,556.06, and the Wilshire 5000 climbed 340.55 points (1.16%) to 29,607.46. The price of the 10-year Treasury note decreased 27/32, bringing its yield up to 2.503%. The price of the 30-year Treasury bond fell 1 19/32, increasing its yield to 2.892%.
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