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 >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
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%.
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