Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 25th, 2019

2019 PLANADVISER DCIO Survey

Now in its eighth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey shows a continued upward trend for DCIO assets—albeit at a much slower pace than in previous years. Read more >
8th Circuit Sides with Defense in Stock Drop Appeal
The affirmation once again shows how influential has been the Supreme Court’s 2014 decision known as Fifth Third v. Dudenhoeffer. It also presents an interpretation of how Fifth Third interacts with another significant SCOTUS decision known as Tibble v. Edison. Read more >
CAPTRUST Pushing Ahead with Wealth Management Acquisitions
Two newly announced acquisitions bring $2 billion in new client assets.  Read more >
Aiming for 100 Years
Plan design and advice will both be key as retirees aim for age 100. Read more >
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2019 PLANADVISER National Conference
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To Succeed, Financial Wellness Programs Need Personal Touch
Financial stress is on the rise in all generations, indicating that financial wellness programs are missing the mark, according to PwC. A new survey report from the firm suggests many employers have simply relabeled existing resources as “financial wellness programs.” Read more >
Market Mirror
Yesterday, the Dow was up 8.41 points (0.03%) at 26,727.54, the NASDAQ closed 26.01 points (0.32%) lower at 8,005.70, and the S&P 500 decreased 5.11 points (0.17%) to 2,945.35. The Russell 2000 fell 19.54 points (1.26%) to 1,530.08, and the Wilshire 5000 lost 105.55 points (0.35%) to finish at 30,216.31. The price of the 10-year Treasury note climbed 26/32, decreasing its yield to 2.017%. The price of the 30-year Treasury bond increased 8/32, bringing its yield down to 2.547%.

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

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