Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 1st, 2019

How To: Social Media for Retirement Plan Advisers

Many advisers consider themselves to be social media experts, but a closer examination of their practices shows there is room for improvement. Read more >
ERISA Lawsuit Argues Outdated Mortality Assumptions Harm Annuitants
As the complaint points out, the Society of Actuaries has published some five updates to its mortality assumptions since the mortality table used by defendants was published way back in 1971. Read more >
ROI-Positive Financial Wellness Programs Motivate Specific Actions
Education on its own is simply not enough Read more >
For Retirement Security, Cast a Wide (and Cost-Efficient) Net
Only 2% of small business decisionmakers told Millennium Trust that they would be willing to pay an adviser more than $1,000 annually, writes Kevin Boyles, business development director for the firm. Read more >
Retirement Industry People Moves
CFA Institute Appoints First Woman CEO and President; Spectrum Investment Advisors Names Top Leadership Appointments; AIG Retirement Names Regional Consultant Relations VP; and more. Read more >
15th Anniversary of Retirement Plan Adviser of the Year
Inheritance Pathways Exist to Replace Stretch IRAs
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Weighing 403(b)s versus 401(k)s for Nonprofits
Gen Xers Less Likely to Have Any Type of Retirement Plan Than Boomers
It remains to be seen whether or not Gen Xers can change their savings and spending habits to catch up, EBRI says. Read more >
Experts Consider LDI for 401(k)s
How a strategy from the pension plan space speaks to retirement income Read more >
Market Mirror
Friday, the Dow was up 73.38 points (0.28%) at 26,599.96, the NASDAQ increased 38.49 points (0.48%) to 8,006.24, and the S&P 500 closed 16.84 points (0.58%) higher at 2,941.76. The Russell 2000 climbed 20.02 points (1.29%) to 1,566.57, and the Wilshire 5000 gained 197.52 points (0.66%) to finish at 30,266.93.   The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.004%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 2.534%.   WEEK’S WORTH: For the week ending June 28, the Dow lost 0.45%, the NASDAQ finished 0.32% lower, and the S&P 500 decreased 0.29%. The Russell 2000 climbed 1.09%, and the Wilshire 5000 was down 0.18%.
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