Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 10th, 2019
Dow, DuPont and Corteva Sued for Allegedly Ducking Pension Obligations
According to plaintiffs in a new ERISA lawsuit, the pension plan in question was underfunded by nearly $6 billion dollars when its assets and liabilities were transferred to a spinoff company. Read more >
High-Tech Meets High-Touch
James Lyday, managing director of Pensionmark Nashville, has what might be called an evolved view of technology. “I look at technology not as a replacement for me, but as a way to make me better as an adviser,” says Lyday, a 2019 PLANSPONSOR Retirement Plan Adviser of the Year finalist. Read more >
Timing Savings Options With a Raise Can Help With Financial Wellness
Seventy-five percent of workers said that if they were offered savings options at the time of a raise, they would be less stressed and more confident about their finances, according to a survey from Commonwealth. Read more >
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
A Precipitous Drop in ETF Flows
BlackRock and Vanguard ETFs still lead, but mutual funds eclipse them. Read more >
ICMA-RC’s Plan Health Monitor Provides Plan and Participant Readiness Analytics
Advisers can use the tool to help retirement plan sponsors make educated decisions about how to improve their plans. Read more >
Addressing Participant Longevity
Plan design and advice will both be key as retirees aim for age 100. Read more >
Market Mirror
Tuesday, the Dow was down 22.65 points (0.08%) at 26,783.49, the NASDAQ closed 43.35 points (0.54%) higher at 8,141.73, and the S&P 500 was up 3.68 points (0.12%) at 2,979.63. The Russell 2000 inched up 1.20 points (0.08%) to 1,562.59, and the Wilshire 5000 increased 56.78 points (0.19%) to 30,654.92. The prices of the 10-year Treasury note and 30-year Treasury bond each were down 1/32, increasing their yields to 2.063% and 2.539%, respectively.
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