Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 28th, 2019

ESOPs Can Reduce Wealth Inequality

Studies have shown that companies that sponsor employee stock ownership plans see positive results for revenue and employee productivity, but more recent studies show ESOPs provide greater retirement savings for employees and can reduce wealth inequality. Read more >
Supreme Court Could Soon Consider Several ERISA Cases
In recent months, writs of certiorari have been filed with the Supreme Court in four cases involving tax qualified defined contribution plans. Read more >
Retirement Industry People Moves
Voya Financial hires sales head for West Coat team; Lincoln Financial adds to RPS business with new members; MassMutual appoints DCIO sales leader; and more. Read more >
Advisers Unfamiliar With Smart Beta
Embracing factor-based funds could help advisers fine-tune portfolios Read more >
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
What Mutual Fund Fee Disparities Mean for Retirement Savings
IRS Life Expectancy Tables Updated for Retirees
Succession Planning Comes to the Fore
Mergers and acquisitions drive the trend Read more >
Familial Caregiving Affects Many
Experts advise making financial plans before they are needed Read more >
Market Mirror
Friday, the Dow climbed 95.22 points (0.37%) to 25,585.69, the NASDAQ increased 8.73 points (0.11%) to 7,637.01, and the S&P 500 was up 3.82 points (0.14%) at 2,826.06. The Russell 2000 closed 12.73 points (0.85%) higher at 1,514.11, and the Wilshire 5000 gained 65.99 points (0.23%) to finish at 29,147.57.   The price of the 10-year Treasury note was unchanged, with its yield at 2.326%. The price of the 30-year Treasury bond was up 1/32, decreasing its yield to 2.751%.   WEEK’S WORTH: For the week ending May 24, the Dow was down 0.69%, the NASDAQ fell 2.29%, and the S&P 500 decreased 1.17%. The Russell 2000 lost 1.41%, and the Wilshire 5000 finished 1.27% lower.
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