Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 26th, 2018
Judge Rejects Parts of DOL ESOP Expert Commentary in Fiduciary Breach Litigation
A complicated decision out of a Virginia district court weighs the merits of third-party expert commentary in ERISA litigation, in this case pertaining to an allegedly improper ESOP transaction. Read more >
Even Passive TDF Glide Path Designs Require Active Thinking
“There is no such thing as a passive glide path design, and this, as well as the many other active decisions that go into the creation and management of a TDF, can translate into meaningful differences in investment risks and results, even among passive TDFs,” observes Jake Gilliam at Charles Schwab. Read more >
Retirement Income Options
“In mainstream corporate America, there is a lot of hand-wringing about retirement income for DC participants, but foot-dragging when doing anything about it,” observes Martha Tejera, head of plan consulting firm Tejera & Associates and a board member of the Institutional Retirement Income Council. Read more >
DB Plan Sponsor Owes Taxes for Miscalculating Annual Benefit Limitation
A tax court found that the Commissioner of Internal Revenue’s report, which was prepared by an actuary, was in line with actuarial practice in calculating the annual benefit limitation, which drives DB plan contribution amounts, while the plan sponsor’s report, not prepared by an actuary, was not. A federal appellate court agreed with this. Read more >
The 2022 Retirement Landscape Takes Shape
Employees Favor Retirement Plans That Substitute Annuities for Bonds
NFP’s Wealthspire Acquires Private Ocean
Plaintiffs File ERISA Excessive Fee Lawsuit Against VCA
Retirement Industry People Moves
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OppenheimerFunds' Kathleen Beichert on What's Driving the Growth of Semi-Custom TDFs?
Click To Watch Read more >
Working Down-Market
What micro plans look for and how to meet those expectations profitably. Read more >
Vanguard Enhances Retirement Readiness Tool and Other Offerings
A new brokerage window option allows advisers with relationships with 401(k) participants have access to participant accounts. Read more >
Market Mirror
Wednesday, the Dow closed 59.70 points lower (0.25%) at 24,083.83, the NASDAQ was down 3.62 points (0.05%) at 7,003.74, and the S&P 500 increased 4.84 points (0.18%) to 2,639.40. The Russell 2000 decreased 2.81 points (0.18%) to 1,550.47, and the Wilshire 5000 was up 24.90 points (0.09%) at 27,446.06. The price of the 10-year Treasury note was down 7/32, increasing its yield to 3.029%. The price of the 30-year Treasury bond decreased 17/32, bringing its yield up to 3.212%.
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