Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 12th, 2018
OCIO Model Can Improve Outcomes for DB and DC Plans
The outsourced chief investment officer model is a shifting of responsibility in investment decision making—a discretionary investment manager shares fiduciary responsibility with a retirement plan sponsor related to the investment portfolio, explains T.J. Kistner, director for Segal Marco Advisors in Chicago. Read more >
ERISA Lawsuits Targeting Franklin Templeton Advanced, Consolidated by District Court
The ruling to consolidate the cases and allow them to proceed comes just about a week after the parties appeared for a hearing before the court, considering twin motions for dismissal and summary judgement. Read more >
Formal Retirement Plans Prompt Investors to Save More
Nearly half of affluent and high-net-worth people with a formal plan have consolidated 90% or more of their assets with their adviser, double that of those without a formal plan. Read more >
Internal UBS Memo Details New Equity Plan Advisory Services Push
An internal memo circulating this week at UBS announces a series of senior hires and details the launch of an expanded digital platform supporting advisers’ delivery of equity compensation plan services. Read more >
MOST READ ARTICLES
1
Invesco to Purchase OppenheimerFunds, owned by MassMutual
2
2018 PLANADVISER National Conference
3
Two Key Themes for DC Plans
4
Partnership Offers Advisers Chance to Build 401(k) Business
5
Church Failed to Provide Retirement Benefits to Former Employees
Sponsored message from OppenheimerFunds
OppenheimerFunds' Kathleen Beichert on What's Driving the Growth of Semi-Custom TDFs?
Click To Watch. Read more >
Vanguard Guide Helps Define Retirement Goals, Risks, and Resources
Vanguard analysts have published a new framework to help guide retirees as they set investment goals, define their risk budget, plan for health care expenses, and tackle other challenging tasks.   Read more >
EY Introduces Financial Wellness Service
“In creating this new financial wellness platform, we designed a hybrid human/digital approach that engages all users in the way that feels most comfortable to them,” says Kate Barton, EY Americas vice chair of Tax Services. Read more >
Most Americans Do Not Know How Much Retirement Savings Is Needed
This is particularly high among Gen Z (69%), Millennials (64%) and Gen X (66%), a survey found. Read more >
Market Mirror
Wednesday, the Dow lost 218.55 points (0.90%) to finish at 24,189.45, the NASDAQ decreased 25.28 points (0.36%) to 7,069.03, and the S&P 500 was down 14.68 points (0.55%) at 2,642.19. The Russell 2000 was up 3.37 points (0.22%) at 1,546.80, and the Wilshire 5000 closed 103.08 points (0.37%) lower at 27,467.68. The price of the 10-year Treasury note was up 6/32, decreasing its yield to 2.783%. The price of the 30-year Treasury bond increased 18/32, bringing its yield down to 2.993%.

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

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

Subscribe to Adviserdash, click here .

To unsubscribe, click here.

BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund