Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 1st, 2019
The Best Case for ESG Under ERISA Is Long-Term
According to Michael Hunstad, head of quantitative strategies at NTAM, it is undeniable in 2019 that ESG issues are material to financial performance; more debatable is the best way to leverage ESG themes in institutional portfolios. Read more >
The Benefits of Simplifying DC Plan Investment Menus
Doing so could encourage more employees to participate in the plan, sources say. Read more >
Maximizing Growth Potential
MEPs have been in existence for many decades but only available in what is known as a “closed” format: They require a common nexus, such as industry or location, among the employers who participate. Read more >
HSA Ownership Boosts Confidence About Retirement Expenses
Those who have a health savings account are more certain about how they will cover future health care costs. Read more >
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Principal Reveals Eagerly Awaited Wells Fargo Platform Integration Strategy
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Jumbo Imprudence Alleged in H.E. Butt ERISA Challenge
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Fiduciary Advisory Firms Sue to Block SEC’s Reg BI
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MIT ERISA Lawsuit Parties Announce Settlement
Familial Caregiving Affects Many
RBC Wealth Management recently collaborated with Ipsos to poll over 2,000 Americans ages 35 and older and found that 17% of respondents regularly help an older family member with chores, cooking, cleaning or traveling to appointments. Read more >
Coaching the Committee
If your clients’ retirement plan committees fail to get the training they need, the Department of Labor and IRS may take notice. Read more >
Market Mirror
Tuesday, the Dow was up 38.52 points (0.15%) at 26,592.91, the NASDAQ decreased 54.09 points (0.66%) to 8,107.77, and the S&P 500 closed 2.80 points (0.10%) higher at 2,945.83. The Russell 2000 fell 7.15 points (0.45%) to finish at 1,591.21, and the Wilshire 5000 dropped 5.47 points (0.02%) to 30,410.09. The price of the 10-year Treasury note was up 6/32, decreasing its yield to 2.503%. The price of the 30-year Treasury bond increased 15/32, bringing its yield down to 2.933%.

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

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