Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 20th, 2019

A Crash Course in Social Security Maximization

Cost of living increases, claiming age, marital status and work history all complicate Social Security claiming strategies. Read more >
Firms Confront Convergence of Retirement Plan and Wealth Consulting
Retirement plan advisers with any significant experience will have run into the fundamental question of how to structure a practice that can effectively serve both private wealth management clients and institutional retirement plan clients. Read more >
Funded Status Complicates Fiduciary Lawsuit Appealed to SCOTUS
Crucial to the case is the fact that the pension plan is not facing insolvency, raising the question of whether retirees can prove concrete harms occurred which are necessary for establishing ERISA standing. Read more >
The Cost of Advising One’s Own Plan
The receipt of a fee for services to your plan is a prohibited transaction. However, you can avoid a prohibited transaction by providing the services to the plan without charge. Read more >
T. Rowe Price Agrees to Settle Proprietary Funds Lawsuit for $7 Million
Retirement Plan Advisers Might Help Lessen ERISA Lawsuits by Adding Defensive Provisions
Millennial Home Ownership Crippled by Student Debt
District Court Advances TriNet ERISA Lawsuit
PPL Corp. and Mass Brigham General Face ERISA Lawsuits
As to asset allocation by investment vehicle, the DCIO landscape remains stable.  Read more >
Employers Offer Diverse Range of 401(k) Investment Options
The average total plan cost in 2016 was 96 basis points, down from 1.02% in 2009. Read more >
Market Mirror
Wednesday, the Dow inched upward by 38.46 points (0.15%) to finish at 26,504.00, NASDAQ increased by 33.44 points (0.42%) to 7,987.32, and the S&P 500 ticked upward by 8.71 points (0.30%) for a 2,926.46 close. The Russell 2000 eked upward by 5.35 points (0.35%) to 1,555.58 and the Wilshire 5000 gained 100.24 points (0.33%) to reach 30,128.91. The price of the 10-year Treasury note was up by 24/32, decreasing its yield to 2.030%, and the price of the 30-year Treasury bond was up by 2/32, decreasing its yield to 2.543%.
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