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 >
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Issues That Can Trigger a Lawsuit Over TDFs in Retirement Plans
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The Next Generation of Producers Is Emerging
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Rollover Mechanics and the Most Common Mistakes
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%.

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

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

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