Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 15th, 2019

Litigation Financing Could Drive 10b-5 Lawsuits

Attorneys suggest that litigation financing is not a common practice in ERISA lawsuits, but complaints filed under SEC Rule 10b-5 are a different matter. Read more >
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Besides a lengthy Finance Committee hearing discussing the popular RESA legislation, the day on Capitol Hill also brought news of the introduction of the new Retirement Security and Savings Act. Read more >
Want to Learn About Advising Plan Sponsor Clients?
Whether you are a novice or an expert when it comes to ERISA retirement plans, the PLANSPONSOR National Conference will help you stay in touch with the challenges your clients face. Join your peers to discuss practical, creative solutions for your plans and participants. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be leaving as much as half a million dollars on the table, or forfeiting $2,000 to $4,000 a month for life. Read more >
Wealth Industry M&A Accelerating Steadily
On the 12 transactions tracked by Fidelity in April 2019, 11 involved registered investment advisers and one involved an independent broker/dealer. Read more >
Franklin Templeton to Acquire Putnam for $925 Million
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Smart Acquires Managed Account Provider ProManage
FINRA Fines Vanguard for Overstating Money Market Projections
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
Sponsored message from Capital Group
The secrets to our target date success
See how this target date series weathered recent volatility to deliver strong results. Read more >
EBRI Study Reveals Costs That Could Create Income Deficit in Retirement
While a new study by the Employee Benefit Research Institute finds the majority of people spend less than 100% of their retirement income, it also shows factors and expenses that can move spending up or down. Read more >
Institutional Plans See Strong Q1 2019 Returns
U.S. equities were the driver of rebounds from the 4th quarter of 2018, according to the Northern Trust Universe and the Wilshire Trust Universe Comparison Service. Read more >
ERISApedia Adds 457 Plan eSource to List of Titles
Timothy McCutcheon, publisher of says the e-book will allow 457 plan professionals to find guidance on their compliance issues easily and quickly. Read more >
Market Mirror
Tuesday, the Dow gained 207.06 points (0.82%) to finish at 25,532.05, the NASDAQ closed 87.47 points (1.14%) higher at 7,734.49, and the S&P 500 increased 22.54 points (0.805) to 2,834.41. The Russell 2000 was up 20.06 points (1.32%) at 1,543.06, and the Wilshire 5000 climbed 258.48 points (0.89%) to 29,299.88. The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.416%. The price of the 30-year Treasury bond decreased 8/32, bringing its yield up to 2.851%.
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2023 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850