Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 17th, 2018
Peering Through the Regulatory Kaleidoscope
A lot of the confusion having to do with perennial regulatory uncertainty comes out of the simple fact that the core beliefs and priorities of presidential administrations tend to swing dramatically over relatively short periods of time. This is especially true when control of the White House repeatedly flips from one party to the other, leaving precious little time for the executive branch’s unilateral decisions to really sink in. An example is the way the election of Donald Trump quashed the future of the DOL fiduciary rule. Read more >
In Focus at DOL: Missing and Terminated Participants
Over the last few years, all three federal agencies that regulate retirement plans have been focusing on missing participants; advisers have a key role to play when it comes to helping clients ensure compliance. Read more >
District Court Sides with Checksmart and Cetera in ERISA Fee Litigation
After siding with defendants and applying the shorter of two potential limitations periods, the district court decision states clearly that plaintiff’s claims are foreclosed by ERISA’s three-year statute of limitations; the detailed decision tackles head-on a complex set of precedent-setting cases, including Tibble vs. EdisonRead more >
The Retirement Purse
Should a participant’s TDF still seek returns after he crosses the finish line? Read more >
Is the Traditional Fiduciary Insurance Model at Risk?
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Why Small Business Owners Often Resist 401(k)s
Retirement Industry People Moves
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
Sponsored message from ADP
Getting Ahead Of The Curve
Digital advice platforms can help younger workers save for retirement. Click to download the white paper. Read more >
Fidelity Debuts Personalized Planning and Advice Solution
According to Fidelity, the enhanced managed account solution combines a personalized digital experience, discretionary investment management, ongoing support and access to a team of professional planning consultants. Read more >
MetLife Offers Tips for Creating Financial Wellness Programs
The second whitepaper in a series says a successful financial wellness program helps employees achieve financial security by bridging short-term needs with long-term goals. Read more >
Alternatives Seen as a Solution for Excess Volatility
More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing. Read more >
Market Mirror
Yesterday, the Dow increased 44.95 points (0.18%) to 25,064.36, the NASDAQ closed 20.26 points (0.26%) lower at 7,805.72, and the S&P 500 was down 2.88 points (0.10%) at 2,798.43. The Russell 2000 lost 8.48 points (0.50%) to finish at 1,678.60, and the Wilshire 5000 decreased 37.79 points (0.13%) to 29,223.59. The price of the 10-year Treasury note was down 6/32, increasing its yield to 2.852%. The price of the 30-year Treasury bond decreased 19/32, bringing its yield up to 2.959%.
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