Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 24th, 2019
Revenue Sharing, Soft Fees Questioned in Latest ERISA Suit
Beyond the issue of excessive compensation, the lawsuit questions the collection of “float interest” and asks whether BTG International permitted a provider to create a “captive market for 401(k) rollovers.” Read more >
The Future Open-MEP Market
There are two potential pathways for the broad adoption of open multiple employer plans by small businesses, one driven by advisers and the other by recordkeepers. Read more >
Council Finds Noncompliance With ERISA Fidelity Bond Rules
For this reason, the ERISA Advisory Council is recommending that the Department of Labor relaunch the updated rules it published in Field Assistance Bulletin (FAB) 2008-04. Read more >
15th Anniversary of Retirement Plan Adviser of the Year
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
Inheritance Pathways Exist to Replace Stretch IRAs
Cybersecurity Strategies for the Adviser Industry
Weighing 403(b)s versus 401(k)s for Nonprofits
Vanderbilt 403(b) Plan Suit Settlement Includes Non-Monetary Relief
Vanderbilt will conduct a request for proposals for a new recordkeeper, among other things. Read more >
Monitoring DC Plan Fund Menus Important for Participant Outcomes
It is important for plan fiduciaries to know what to consider for placing a fund on watch or replacing it. Read more >
Market Mirror
Tuesday, the Dow gained 145.34 points (0.55%) to finish at 26,656.39, the NASDAQ closed 105.56 points (1.32%) higher at 8,120.82, and the S&P 500 increased 25.71 points (0.88%) to 2,933.68. The Russell 2000 was up 25.05 points (1.61%) at 1,585.09, and the Wilshire 5000 climbed 290.64 points (0.97%) to 30,300.67. The price of the 10-year Treasury note was up 7/32, decreasing its yield to 2.565%. The price of the 30-year Treasury bond increased 8/32, bringing its yield down to 2.980%.
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