Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 10th, 2018
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 >
Peers Play a Big Role in Adviser Relocations, Independence Decisions
Almost half of advisers who left their firm moved along with a larger team in 2017, versus 34% in 2012, according to data shared by Fidelity Clearing and Custody Solutions; advisers moving to an independent broker/dealer more often depart as a team versus other movers. Read more >
Baby Boomers Not Doing Enough to Prepare for Retirement
Baby Boomers are in large measure unprepared for retirement, having failed both to plan adequately and save enough, according to a study released by the Insured Retirement Institute, in conjunction with National Retirement Planning Week. Read more >
Bond Manager Reflects on Industry Change, Increased Role of LDI
The president and CIO of Ryan Labs describes in detail the mechanics behind the firm’s new defensive bond portfolio strategy—and the way his work continues to be shaped by the Pension Protection Act and MAP-21. Read more >
MOST READ ARTICLES
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Invesco to Purchase OppenheimerFunds, Owned by MassMutual
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2018 PLANADVISER National Conference
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NYU Calls for Sanctions Against Workers, Attorneys
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Two Key Themes for DC Plans
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Retirement Industry People Moves
Sponsored message from Paychex
The True Definition of Payroll Integration
Is your retirement plan fully integrated with your payroll systems? Here’s how you can tell. Read more >
HSAs in Retirement Planning
Having too little money to pay for health care or long-term care is the greatest fear adults have about aging, Genworth found in a survey of 1,200 people, but, despite these apprehensions, only 20% of Americans have taken any steps toward figuring out how to finance, or toward actually financing, long-term care costs. Read more >
More Saving for Retirement, but Few Confident It’s Enough
Despite the fact that most are saving at least something for retirement, fewer than one in five (19%) feel very confident that they are saving enough—and about three in 10 (29%) reveal they are not at all confident.  Read more >
Market mirror
Yesterday, the Dow gained 46.34 points (0.19%) to finish at 23,979.10, the NASDAQ closed 35.23 points (0.51%) higher at 6,950.34, and the S&P 500 increased 8.69 points (0.33%) to 2,613.16. The Russell 2000 was up 1.17 points (0.08%) at 1,514.46, and the Wilshire 5000 gained 59.49 points (0.22%) to close at 27,108.93. The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.783%. The price of the 30-year Treasury bond was up 6/32, decreasing its yield to 3.012%.

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

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

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