Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 24th, 2018
SEC Lays Out Valuable Features of HSAs
Although an SEC bulletin is directed at employees invested in HSAs, its description of useful HSA features depending on how investors use HSAs can be informative to plan sponsor clients. Read more >
Client Data: Powerful But Largely Untapped Asset
“Personal data can tell you so much more beyond just providing insights into individual client behaviors. You can take these streams of data, clean them up and extract valuable insights that look across the book of business to highlight trends and challenges that are not really visible on a case-by-case basis.” Read more >
Financial Services Firms Are Lagging on Data Technology
Firms have made strides in the previous decade in terms of adopting self-service, web-based solutions—but the existing “fixed decision tree” approach is not sufficient for the next evolution in client service. Read more >
Advisers See Investor Reaction to Market Volatility as a Challenge
Nearly half of financial professionals—wirehouse advisers, registered investment advisers and independent broker/dealers—say their clients are reacting emotionally to the recent market volatility. Eighty-two percent say that the prolonged bull market has made investors complacent about risk, and they fear that investors will panic in the face of continued volatility. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
Advisers Believe AI Will Create Competitive Advantage
Two-thirds of registered investment advisers and fee-based advisers believe artificial intelligence will give them a competitive advantage, a survey by Nationwide Advisory Solutions found. Among the 33% who are early adopters, 94% of this group believe AI gives them a competitive advantage. Read more >
Asian Americans Could Use More Education About Retirement Planning
A MassMutual study finds Asian Americans are more thoughtful retirement investors than other demographics, but they lack education about how long they will need to make their savings last and the timing of claiming Social Security. Read more >
Older Americans Have Learned to Balance Income and Spending
A survey from the Society of Actuaries suggests that if retirees are able to survive financially to age 85, concerns about finances drop significantly. Read more >
Market Mirror
Wednesday, the Dow gained 52.40 points (0.21%) to finish at 24,886.81, the NASDAQ closed 47.50 points (0.64%) higher at 7,425.96, and the S&P 500 increased 8.85 points (0.32%) to 2,733.29. The Russell 2000 was up 2.37 points (0.15%) at 1,627.61, and the Wilshire 5000 climbed 84.13 points (0.30%) to 28,444.17. The price of the 10-year Treasury note increased 21/32, bringing its yield down to 2.987%. The price of the 30-year Treasury bond climbed 1 2/32, decreasing its yield to 3.149%.
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