Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 23rd, 2019
Financial Illiteracy Challenges Those Investing Only in DC Plans
A research report argues that even defined contribution (DC) plan participants in plans with a default investment do not have the financial acumen to know whether the default is right for them or whether they should opt out. Read more >
It’s Important to Understand PRT Balance Sheet Hits
There are instances when, after looking at the hits to the company’s balance sheet, a plan sponsor may find that a pension risk transfer to terminate a defined benefit plan may not be affordable. Read more >
Product Development Moves Beyond the 401(k) Plan
Retirement plan advisers with established 401(k) businesses are finding new revenue streams and client engagement opportunities among nonprofits and educational institutions, and in the area of estate planning. Read more >
When Savers Exceed the Limit
Strategies to help highly paid employees raise their income replacement ratio. Read more >
MOST READ ARTICLES
1
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
2
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
3
SECURE Act Ensnared in Senate After Flying Through House
4
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
5
The DOL’s Fiduciary Race Ahead of 2021
Q1 Pension Buyout Volume Sets Record Pace
“Buyout products had a very strong start to the year with $4.7 billion in sales,” says Mark Paracer, assistant research director for LIMRA SRI. “Previous first quarter sales had never exceeded $1.5 billion.” Read more >
Market Mirror
Wednesday, the Dow lost 100.72 points (0.39%) to finish at 25,776.61, the NASDAQ closed 34.88 points (0.45%) lower at 7,750.84, and the S&P 500 was down 8.09 points (0.28%) at 2,856.27. The Russell 2000 decreased 13.62 points (0.88%) to 1,531.63, and the Wilshire 5000 fell 110.03 points (0.37%) to 29,476.82. The price of the 10-year Treasury note was up 4/32, decreasing its yield to 2.386%. The price of the 30-year Treasury bond increased 29/32, bringing its yield down to 2.811%.

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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