Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 16th, 2019

Succession Planning Comes to the Fore

According to Pierre Caramazza, head of the private wealth division at Franklin Templeton Investments, developing a succession plan is one of the most important activities registered investment advisers can undertake. Read more >
An IPS Is Not Required
At the same time, there is widespread agreement that having an investment policy statement is a best practice under ERISA, and the overwhelming majority of 401(k) plan sponsors have an IPS in place—if for no other reason than the practical one that, if the DOL audits a plan, one of the first documents it will request is the plan’s IPS. Read more >
The Role of Alternatives
J.P. Morgan Asset Management is one of the industry’s largest managers of direct real estate for institutions and that firm has long included it in its TDFs. Read more >
Advisers See Increased Interest among Sponsors for Retirement Income
Nearly two-thirds of the largest and mid-sized 401(k) consultants and advisers believe that sponsors want to continue to serve individuals once they retire, according to PIMCO’s 13th annual Defined Contribution Consulting Study. This is up 14 percentage points from the year before. 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
John Hancock Introduces Alexa Capabilities for Retirement Plan Participants
Its retirement plan participant clients can now access personalized information, including frequently-asked account queries, through their Alexa-enabled devices. Read more >
Coaching the Committee
If your clients’ retirement plan committees fail to get the training they need, the DOL and IRS may take notice. Read more >
Market Mirror
Yesterday, the Dow closed 27.53 points (0.10%) lower at 26,384.77, the NASDAQ decreased 8.15 points (0.10%) to 7,976.01, and the S&P 500 was down 1.83 points (0.06%) at 2,905.58. The Russell 2000 fell 5.63 points (0.36%) to 1,579.17, and the Wilshire 5000 lost 29.52 points (0.10%) to finish at 30,030.42. The price of the 10-year Treasury note was up 5/32, decreasing its yield to 2.552%. The price of the 30-year Treasury bond increased 6/32, bringing its yield down to 2.968%.
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