Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 16th, 2018
When a Downward Trend in the Average Deferral Rate Is a Good Thing
Chris Barlow, national director of defined contribution investments for BMO GAM, riffs on the results of a new “DC Conversations” industry assessment; among the top findings is a downward trend in deferral rates across all sectors since 2010. Read more >
Are Managed Accounts Better for Participants Than TDFs?
Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more in their DC plans. Read more >
401(k) Investors Moved From Equities into Fixed Income in April
There were four days of above-normal trading activity, up slightly from March but lower than January and February. At the end of April, 68.4% of balances were invested in equities. In terms of new contributions during the month, 68.2% went to equities, down slightly from 68.7% in March.
2018 Plan Sponsor of the Year Winners
Get to know the winners of the 2018 Plan Sponsor of the Year awards; their stories can help your retirement plan clients generate new ideas and embrace progressive plan design. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Sponsored message from OppenheimerFunds
OppenheimerFunds' Kathleen Beichert on Communicating the Importance of Employer-Based Retirement Plans
Click To Watch. Read more >
Register Now for the 2018 PLANADVISER National Conference
Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year, gather in Orlando, Florida, for three days of discussion and debate; reserve your spot today for the 2018 event.  Read more >
2018 Modern Wealth Index Highlights Importance of Planning
A new analysis from Charles Schwab shows those with a written financial plan are much more likely to have a higher overall Modern Wealth Index score, be regular savers, and effectively manage their debt. Read more >
Advisers Want Improved Annuity Options for Clients
As annuities struggle to gain traction within the retirement industry, advisers are finding it increasingly difficult to address various client needs with few annuity options, according to a recent study from Global Atlantic Financial Group. Read more >
Centurion Group Helps Plan Sponsors Find Money for Financial Wellness Programs
Robert Gibson, fiduciary consultant at Centurion Group, says there is pressure on advisers from plan sponsors about what they can offer participants, and the challenge is how the program will be paid for. Read more >
Market Mirror
Tuesday, the Dow lost 193.00 points (0.78%) to finish at 24,706.41, the NASDAQ closed 59.69 points (0.81%) lower at 7,351.63, and the S&P 500 decreased 18.69 points (0.68%) to 2,711.44. The Russell 2000 was virtually unchanged at 1,600.34, and the Wilshire 5000 fell 164.16 points (0.58%) to 28,197.87. The price of the 10-year Treasury note decreased 19/32, bringing its yield up to 3.071%. The price of the 30-year Treasury bond fell 1 5/32, increasing its yield to 3.195%.
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