Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 25th, 2018

A QDIA in Transition

“One thing we’ve learned as an industry is that ‘auto’ solutions work,” says Sangeeta Moorjani, head of workplace product marketing and advice at Fidelity Investments in Boston. Fidelity is now among the providers pioneering an evolution in automated plan design: qualified default investment alternatives that seek to move participants by default into the right investment at the right time. Read more >
DOL Clarifies How ESG Investment Considerations Should Be Made Under ERISA
The DOL has issued Field Assistance Bulletin No. 2018-01, which provides guidance to the Employee Benefits Security Administration’s national and regional offices to assist in addressing questions they may receive from plan fiduciaries and other interested stakeholders about the exercise of shareholder rights and written statements of investment policy and Interpretive Bulletin (IB) 2015-01, relating to “economically targeted investments.” Read more >
Tax Time Is Over, But It’s Still a Great Time to Talk Taxes
According to the AICPA, taxpayers should make their contributions to tax-advantaged accounts, such as IRAs, 529s, and workplace retirement plans, as early in the year as possible. By making these contributions earlier rather than later, taxpayers will benefit from additional tax-free compounding growth, which can be substantial over time. Read more >
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 the Employee Retirement Income Security Act must act with “the care, skill, prudence and diligence under the circumstances that a prudent man would use.” Read more >
The Adviser Difference
How experts influence the use of managed accounts as the QDIA. Read more >
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ETFs Viewed As One Institutional Investor Response to Volatility Uptick
“As they ready their portfolios for the end of the ‘Goldilocks’ market, U.S. institutions are integrating ETFs more deeply into their portfolio management and investment strategies,” says Andrew McCollum, Greenwich Associates Managing Director. Read more >
MassMutual Offers New Reports to Help DB Plan Sponsors
Massachusetts Mutual Life Insurance Co. is introducing a new quarterly market update and commentary about economic and regulatory conditions and their impact on managing pension obligations. Read more >
AFT Encourages Action on Gun Manufacturer Investments
The report identifies asset managers and several states’ public pension systems as institutions that have all taken action regarding gun manufacturer investments. Read more >
Ways to Increase Retirement Savers’ Confidence
During a media call about the Employee Benefit Research Institute’s latest Retirement Confidence Survey, sources shared ways retirement plan sponsors and advisers can help retirement savers feel more confident. Read more >
Market Mirror
Tuesday, the Dow fell 424.56 points (1.74%) to 24,024.13, the NASDAQ lost 121.25 points (1.70%) to finish at 7,007.35, and the S&P 500 closed 35.73 points (1.34%) lower at 2,634.56. The Russell 2000 was down 8.84 points (0.57%) at 1,553.28, and the Wilshire 5000 decreased 366.05 points (1.32%) to 27,421.16. The price of the 10-year Treasury note was down 5/32, increasing its yield to 2.994%. The price of the 30-year Treasury bond decreased 21/32, bringing its yield up to 3.177%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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