Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 9th, 2019

M&A Brings Wealth, Retirement Together

CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business. Read more >
Adviser of the Year Profiles: Ellen Lander
Ellen Lander, a principal and founder of Renaissance Benefit Advisors Group in New York City, has dedicated her entire career to working with qualified retirement plan sponsors and participants. A self-described workaholic, she runs a practice that cuts across 401(k) plans, 403(b) plans, nonqualified deferred compensation plans and defined benefit plans. Read more >
Supreme Court Asked to Review Chevron Case for ERISA Pleading Standards
Petitioners want SCOTUS to answer this question: “In pleading a breach of fiduciary duty under ERISA, is it sufficient for a plaintiff to allege a deficient decision-making process indirectly through inferences from the facts known to her?” Read more >
Fidelity Defendants Face Another ‘Kickback’ Lawsuit
The recordkeeping and investment firm has emphatically denied allegations leveled in multiple lawsuits suggesting it collects “secret payments” and “kickbacks” from external fund providers. Read more >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Industry People Moves
Almost Half of Boomers Have No Retirement Savings
A large number of Boomers lack any kind of planning for retirement, and most have not set a retirement goal, IRI research found. Read more >
Empower Joins Growing Provider List Offering Student Debt Solutions
The Empower Retirement solution will be made available to all retirement plan clients—pending sponsor agreement—as well as individual retirement account customers.  Read more >
Paychex Adds Plan Health Report to Retirement Plan Adviser Portal
Using retirement readiness measures, advisers have access to an objective guide to help evaluate plan status, and allowing advisers to compare metrics for plans of similar size and scope provides assessment opportunities so advisers can easily adapt plans to accommodate changing dynamics. Read more >
Market Mirror
Monday, the Dow was down 83.97 points (0.32%) at 26,341.02, the NASDAQ gained 15.19 points (0.19%) to finish at 7,953.88, and the S&P 500 increased 3.03 points (0.10%) to 2,895.77. The Russell 2000 fell 3.55 points (0.22%) to 1,579.00, and the Wilshire 5000 closed 21.87 points (0.07%) higher at 29,908.91. The price of the 10-year Treasury note was down 8/32, increasing its yield to 2.522%. The price of the 30-year Treasury bond decreased 11/32, bringing its up to 2.923%.
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