Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 18th, 2018
FIDUCIARY FITNESS: Duty to Investigate
The two fundamental duties of a fiduciary under the common law of trusts are the duties of loyalty and of prudence. With respect to the latter, a plan fiduciary under ERISA must act with “the care, skill, prudence and diligence under the circumstances that a prudent man would use.” Read more >
Guide to the Markets Forecasts Inflation Pressure, Yield Curve Questions
The latest J.P. Morgan Asset Management Guide to the Markets publication asks the complex but crucial question, at what level of U.S. interest rates should we start to worry about a recession? The research suggests the flattening of the yield curve is one trend to continue to watch for in 2018. Read more >
Corporate and Public DB Plans Focusing on Different Outcomes
A study finds most corporate pensions are winding down, while public defined benefit plans are trying to get stronger—paths that will require some common and some different strategies. Read more >
Most Recordkeepers Are Insurers
In 2015, the last time BrightScope tracked the data, insurance companies were the most common type of recordkeeper, providing such services for 47.6% of the large 401(k) plans in the BrightScope database. Read more >
Is the Traditional Fiduciary Insurance Model at Risk?
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Why Small Business Owners Often Resist 401(k)s
Retirement Industry People Moves
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
Sponsored message from JP Morgan
Compare your clients’ fees against industry averages
Reducing plan costs is a primary reason why sponsors consider a change in recordkeepers. Address your clients’ cost concerns with a J.P. Morgan 401(k) analysis comparing their current fees with industry averages. DISCOVER POTENTIAL SAVINGS > Read more >
Cafaro Greenleaf to Offer Personal Financial Planning Through Greenleaf Financial
Cafaro Greenleaf is offering these services to address the financial needs of many of the participants in the retirement plans it advises. It says it recognizes the fact that true financial well-being and retirement readiness incorporates both company-sponsored benefit plans and outside considerations.  Read more >
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 >
Getting a Handle on Retirement Readiness
One of the most important things a company can do to ensure its well-being is to assess the retirement readiness of each of its employees, not just those who are approaching retirement, according to Sibson Consulting in “Quantifying Retirement Readiness,” a recent Sibson Ideas study. Read more >
Market Mirror
Tuesday, the Dow gained 213.59 points (0.87%) to finish at 24,786.63, the NASDAQ closed 124.81 points (1.74%) higher at 7,281.10, and the S&P 500 increased 28.55 points (1.07%) to 2,706.39. The Russell 2000 was up 16.77 points (1.07%) at 1,579.80, and the Wilshire 5000 climbed 302.55 points (1.09%) to 28,099.65. The price of the 10-year Treasury note was up 2/32, decreasing its yield to 2.821%. The price of the 30-year Treasury bond increased 11/32, bringing its yield down to 3.010%.
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