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 >
MOST READ ARTICLES
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Learning the Medicare Alphabet Is a Must for Modern Advisers
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An IPS Is Not Required
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United Technologies Announces Pension Buyout, Lump-Sum Window
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Coaching the Committee
5
Reg BI Could Make It Easier for B/Ds to Compete With Retirement Plan Advisers
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.

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

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

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