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 >
2020 Contribution and Benefit Limits Announced
IRS Proposes Changes to Tables Used in RMD Calculations
Corporate America Pushes for SECURE Act Passage
Prudential Latest Recordkeeper to Face Self-Dealing ERISA Lawsuit
RedBlack Launches Salesforce Integration
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


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