Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 12th, 2019
An IPS Is Not Required
There is widespread agreement that having an investment policy statement is a best practice under ERISA, and the overwhelming majority of 401(k) plan sponsors have an IPS in place—if for no other reason than the practical one that, if the DOL audits a plan, one of the first documents it will request is the plan’s IPS. Read more >
Sponsors Seeking Advisers with CIT, ESG Expertise
Many retirement plan participants want to deploy their values in their portfolios, as do portfolio managers; advisers can help make this happen.  Read more >
Tackling the Industry’s Diversity and Inclusion Problem
Even though African Americans make up about 13% of the United States population, the U.S. Bureau of Labor Statistics reports this group accounts for only about 7.6% of financial services professionals. Read more >
MOST READ ARTICLES
1
Inheritance Pathways Exist to Replace Stretch IRAs
2
SECURE Act Update: Revisions to Model Rollover Notices
3
Washington Update: Industry Turns Attention to Portman-Cardin Bill
4
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
5
FINRA Wants to Help You With Reg BI Compliance
Sponsored message from Capital Group
How our target date fund stayed the course
See how the American Funds Target Date Retirement Series® has delivered in multiple markets. SEE HOW Read more >
Maximizing Growth Potential
In the eight years from 2009 through 2017, assets in multiple employer plans (MEPs) grew 58%, from $163.5 billion to $258.2 billion, while the number of these plans decreased from 2,810 to 2,641, according to BrightScope data.  Read more >
When Savers Exceed the Limit
Strategies to help highly paid employees raise their income replacement ratio. Read more >
Market Mirror
Tuesday, the Dow was down 14.17 points (0.05%) at 26,048.51, the NASDAQ was virtually unchanged at 7,822.57, and the S&P 500 slipped 1.01 points (0.03%) to 2,885.72. The Russell 2000 closed 4.45 points (0.29%) lower, and the Wilshire 5000 decreased 24.17 points (0.08%) to 29,674.53. The price of the 10-year Treasury note was virtually unchanged, with its yield at 2.142%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.619%.
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