Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 5th, 2019
Learning from Asset Managers’ Defined Contribution Plans
Companies that help retirement plan sponsors with investments also provide benefits to their own employees; in some ways, assets managers’ plans resemble the broader marketplace, while in others they stand out. Read more >
Groups Ask DOL to Make 401(k) Electronic Delivery the Default
The groups note that on August 31, 2018, President Trump signed an Executive Order on Strengthening Retirement Security in America, directing the DOL to review within a year how to make retirement plan disclosures more understandable and usable. One of the options the order noted was electronic delivery, which would also reduce the cost of making these disclosures. Read more >
Clear Disclosure Partners Helps Retirement Plans With Cybersecurity
The Cybersecurity Risk Management Program develops and manages an ongoing cybersecurity program for retirement plans. Read more >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Industry People Moves
Sponsored message from Capital Group
How a target date fund stayed the course
See how the American Funds Target Date Retirement Series® has delivered in multiple markets. SEE HOW Read more >
New DIETRICH Practice Aims to Provide Annuities to DC Plans
“ANNUA is challenging the status quo around retirement savings by helping pioneer lifetime income features within 401(k)/403(b) plans at a time when participants are experiencing insufficient account balances and disappearing pensions,” the firm says. Read more >
Ubiquity Launches Financial Wellness Feature Aimed at Small Business Employers
Along with offering five custom target-date proposals, the feature will designate 3(38) investment advisers to assist plan sponsors with their investment fiduciary responsibility.  Read more >
Market Mirror
Tuesday, the Dow increased 512.40 points (2.06%) to 25,332.18, the NASDAQ surged 194.10 points (2.65%) to 7,527.12, and the S&P 500 closed 58.82 points (2.14%) higher at 2,803.27. The Russell 2000 climbed 38.58 points (2.62%) to 1,508.56, and the Wilshire 5000 gained 646.29 points (2.29%) to finish at 28,904.96. The price of the 10-year Treasury note was down 5/32, increasing its yield to 2.123%. The price of the 30-year Treasury bond decreased 1 27/32, bringing its yield up to 2.604%.
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