Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 13th, 2018
An Experiment in Crowd Funded 529 College Savings
A little more than a year ago, Franklin Templeton launched its “Sprying” college savings tool, making a bet that the capabilities of crowdfunding could translate well to the college savings domain. Read more >
An Uncommon Argument Against Greater Savings
Conservative commentator Andrew Biggs first started studying Social Security close to 20 years ago, beginning at the Cato Institute before moving to the Social Security Administration, where he spent five years. Thinking back on two decades’ experience, one high level comment Biggs makes is that a lot of people working on retirement issues take a lot of things for granted. Read more >
Customization Gives Sponsors More Control Over Investment Vehicles
With defined contribution plans representing a growing share of U.S. workers’ retirement savings, plan sponsors may want to consider whether they should offer custom investment solutions in those plans, Vanguard says in a new white paper, “Considering Custom for Your DC Plan.”  Read more >
Vanguard Removes S&P 500 Fund From Its 401(k)
Vanguard has removed 12 funds from its 401(k) plan, including the popular S&P 500 fund, which charges a fee of a mere 0.02%. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
Sponsored message from Covisum
The Elephant and The Snowball
How Advisors Can and Should Talk Taxes with Clients. Download the White Paper. Read more >
FPS Group Hires Executives to Support Investment Platform
FPS Group has recently appointed two former retirement planning professionals to support a renovated recordkeeping product focused on the 403(b) and 457(b) markets. Read more >
Pacific Life Combines Tech and Business in Revamped Annuity Site
The new website, stemming from a “multi-year collaboration between technology and marketing professionals” within Pacific Life’s Retirement Solutions Division, offers an extension of educational content surrounding annuities, says Pacific Life. Read more >
Market Mirror
Yesterday, the Dow was down 1.58 points (0.01%) at 25,320.73, the NASDAQ increased 43.87 points (0.57%) to 7,703.79, and the S&P 500 inched 4.85 points (0.17%) higher, finishing at 2,786.85. The Russell 2000 was up 7.62 points (0.46%) at 1,682.30, and the Wilshire 5000 closed 71.39 points (0.25%) higher at 29,098.02. The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.959%. The price of the 30-year Treasury bond decreased 1/32, bringing its yield up to 3.095%.
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