Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 11th, 2018

2018 PLANSPONSOR Retirement Plan Adviser of the Year

What makes a great retirement plan adviser? As the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners so successfully prove, the great professionals in this field have a commitment to driving excellent retirement plan design and outcomes for their plan sponsor clients and participants. Read more >
Mercer TDF Analysis Highlights Passive Growth, Home Equity Bias
In its discussions with TDF managers, Mercer has found many managers say they have not aligned with the ACWI, and have continued with portfolios that display home equity bias for a number of reasons; the research also shows strong growth in passive TDF market share. Read more >
Advisers Say Active and Passive Investing Go Hand in Hand
The asset classes where more than half of advisers prefer actively managed mutual funds include international/global fixed income (61%), multi-asset class (60%), emerging markets fixed income (58%), emerging markets equity (53%) and international/global equity (51%). Read more >
Launch of Stradley Ronon Fiduciary Governance Group Reflects Litigation Trends
In announcing the launch of the fiduciary governance group, the firm also released detailed analysis of its take on the uncertain future of the Department of Labor fiduciary rule, among other topics. Stradley Ronon attorneys argue now is probably a good time to consider a post DOL fiduciary rule world by taking some concrete steps. Read more >
Retirees Say Life Is More Expensive Than They Had Imagined
Many retirees say they are surprised by the expenses they have been faced with in retirement, according to the Wells Fargo/Gallup Investor and Retirement Optimism Index poll. Read more >
MOST READ ARTICLES
1
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
2
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
3
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
4
Debt Hampers Retirement Saving for Those Closest to Retirement
5
Half of Households Likely to Face a Retirement Shortfall
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Employees Accept Responsibility for Retirement Security
However, asked if they would prefer to be left to their own devices to invest or have their employer provide them a set retirement paycheck for life, 58% want the steady paycheck. Read more >
Big New Ideas in Retirement
The evidence is clear that the DC-plan-focused Pension Protection Act (PPA) provisions have had a tremendous impact on improving the overall retirement readiness of U.S. workers, making the PPA a model for future reforms that could potentially have as much of an impact on the retirement planning industry. Read more >
Market Mirror
Tuesday, the Dow gained 428.90 points (1.79%) to finish at 24,408.00, the NASDAQ closed 143.96 points (2.07%) higher at 7,094.30, and the S&P 500 increased 43.71 points (1.67%) to 2.656.87. The Russell 2000 was up 28.97 points (1.91%) at 1,543.43, and the Wilshire 5000 climbed 461.83 points (1.70%) to 27,570.76. The price of the 10-year Treasury note decreased 4/32, bringing its yield up to 2.795%. The price of the 30-year Treasury bond was down 2/32, increasing its yield to 3.018%.

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

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

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