Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 23rd, 2019

Female Advisers Push for Diversity

With the role of advisers shifting from investment selection to participants’ retirement readiness and holistic financial well-being, today’s female advisers believe the profession is evolving to appeal to more women. In addition, they say that retirement planning practices are beginning to realize the importance of diversity.
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DOL Receives Recommendations for Lifetime Income in DC Plans
The ERISA Advisory Council sent a report to Secretary of Labor Alexander Acosta focusing on recommendations for promoting lifetime income within DC plans through changes to the annuity selection safe harbor and modifying the qualified default investment alternative rule. Read more >
Sri Reddy on Smashing Annuity Misconceptions
In conversation with PLANADVISER, Principal’s retirement and income solutions leader shares advice for how to talk about annuities with skeptical consumers. Read more >
Are Personal Advisers ERISA Fiduciaries?
Maybe yes, if advising about a 401(k). Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from Ascensus
Redefining Wellness: It Starts with the Employer
When it comes to benefit program delivery, the definition of “wellness” is about to change. Click to learn more: Read more >
Social Security Trust Funds Gain One Year
Combined assets of the Old-Age and Survivors Insurance and Disability Insurance (OASI and DI) Trust Funds are projected to become depleted in 2035; however, the OASI Trust Fund is projected to become depleted in 2034, the same as last year’s estimate. Read more >
Financial Wellness Programs Present an Opportunity for Recordkeepers
Most retirement plan participants rely on their workplace for financial advice. Read more >
Market Mirror
Monday, the Dow dropped 48.49 points (0.18%) to finish at 26,511.05, the NASDAQ was up 17.21 points (0.22%) at 8,015.27, and the S&P 500 closed 2.94 points (0.10%) higher at 2,907.97. The Russell 2000 was down 5.70 points (0.36%) at 1,560.05, and the Wilshire 5000 increased 28.96 points (0.10%) to 30,010.08. The price of the 10-year Treasury note was nearly unchanged, with its yield at 2.580%. The price of the 30-year Treasury bond was also nearly unchanged, putting its yield at 2.990%.
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