Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 22nd, 2019
Participants’ Satisfaction with Providers Continues to Decline
NARPP says that if retirement plan participants trusted their providers more, it would likely lead to higher deferral rates. Read more >
Average Self-Directed Brokerage Account Jumped 8.7% in Q119
The large increase, rising to an average of $267,609, was due to the improvements in the market, Charles Schwab says. Read more >
An IPS Is Not Required
But there’s no good reason for a plan not to have one. Read more >
If I Had a Million Dollars
Thanks to the power of automatic enrollment, it is possible for particiants to amass $1 million in a 401(k) or other retirement plan. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from Capital Group
The secrets to our target date success
See how the American Funds Target Date Retirement Series® has weathered recent volatility to deliver strong results. LEARN OUR SECRETS Read more >
Fixed Annuity Sales Jumped in First Quarter
Sales of fixed annuities increased 38% during the first quarter of 2019 relative to the same period last year, according to the LIMRA Secure Retirement Institute. Read more >
2019 PLANSPONSOR Retirement Plan Adviser of the Year
The advisers who rise to the top in this awards program are evaluated based on their use of specific outcome-based metrics of plan success with clients and accomplishment of client progress toward those metrics. These finalists are also advisers who embrace the trend of offering financial wellness and encourage clients to use the best of automated plan design, follow trends the industry currently considers best practices, and implement future best practices ahead of the curve. Read more >
Market Mirror
Tuesday, the Dow gained 197.43 points (0.77%) to finish at 25,877.33, the NASDAQ closed 83.35 points (1.08%) higher at 7,785.72, and the S&P 500 increased 24.13 points (0.85%) to 2,864.36. The Russell 2000 was up 20.28 points (1.33%) at 1,545.25, and the Wilshire 5000 climbed 268.71 points (0.92%) to 29,586.79. The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.431%. The price of the 30-year Treasury bond was down 2/32, bringing its yield up to 2.848%.
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