Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 17th, 2019
GWU Lawsuit Dismissed for Lack of Standing
In a case alleging George Washington University violated ERISA fiduciary duties with regard to retirement plan fees, a federal judge found the plaintiff had waived her right to sue in a previous agreement. Read more >
Advisers Should Check Individual Investors’ Unfounded Optimism
Individual investors expect roughly twice the yearly returns forecast by their advisers and investment managers. Read more >
The Cost of Advising One’s Own Plan
The receipt of a fee for services to your plan is a prohibited transaction. However, you can avoid a prohibited transaction by providing the services to the plan without charge. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
Complying With the Custody Rule and the New Custody Proposal
401(k)s See Heaviest Quarter of Net Trading Since 2016
For the 17th straight month, 401(k) investor trades have favored fixed income, according to the Alight Solutions 401(k) Index. Read more >
A Convergence of Retirement Plan and Wealth Consulting
Retirement plan advisers with any significant experience will have run into the fundamental question of how to structure a practice that can effectively serve both private wealth management clients and institutional retirement plan clients. Read more >
Company Matches on the Rise
By far, matches are most commonly distributed each pay period, as cited by 76.6% of employers, the DC Plan Benchmarking Report says. Read more >
Market Mirror
Tuesday, the Dow was down 23.53 points (0.09%) at 27,335.63, the NASDAQ lost 35.39 points (0.43%) to finish at 8,222.80, and the S&P 500 closed 10.26 points (0.34%) lower at 3,004.04. The Russell 2000 was virtually unchanged at 1,561.99, and the Wilshire 5000 decreased 94.17 points (0.30%) to 30,884.17. The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.112%. The price of the 30-year Treasury bond decreased 3/32, bringing its yield up to 2.623%.
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