Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 9th, 2019

SECURE Act Ensnared in Senate After Flying Through House

Washington insiders say Senator Ted Cruz is probably the biggest roadblock to the SECURE Act being passed in the near-term under unanimous consent; among other issues, he wants the bill to allow people to use tax-advantaged 529 college savings account to pay for home school expenses. Read more >
Wells Fargo and Principal Can Learn From John Hancock-New York Life Deal
The recently finalized acquisition of Wells Fargo’s Retirement and Trust business by Principal Financial Group calls to mind an earlier deal, inked by John Hancock and New York Life. Read more >
Fiduciary Fitness: Denial of Benefits
How the DOL views disability claims. Read more >
Webinars Multiply Possibilities
Chepenik Financial, the 2019 PLANSPONSOR Retirement Plan Adviser Large Team of the Year, is receiving more client requests than ever for educational webinars, says Jason Chepenik, managing partner at the firm, in Orlando, Florida. “At finals presentations, the executive team often says they envision this as the primary method to deliver information to participants,” he says. 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
Sponsored message from Voya
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Data Points: Company Matches on the Rise
More than 2/3 of employers now sweeten the pot to help workers save. Read more >
Meet the Top 10 DCIO Providers
In order to differentiate themselves, more than eight in 10 DCIO companies will hold due diligence meetings (85%), and 77% offer investment committee meetings, conferences for advisers and research to advisers.  Read more >
Market Mirror
Yesterday, the Dow was down 115.98 points (0.43%) at 26,806.14, the NASDAQ lost 63.41 points (0.78%) to finish at 8,098.38, and the S&P 500 decreased 14.46 points (0.48%) to 2,975.95. The Russell 2000 fell 14.24 points (0.90%) to 1,561.39, and the Wilshire 5000 closed 165.59 points (0.54%) lower at 30,598.13. The price of the 10-year Treasury note decreased 23/32, bringing its yield up to 2.051%. The price of the 30-year Treasury bond increased 24/32, bringing its yield down to 2.533%.
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