Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 18th, 2019

Fiduciary Clarity Needed for Successful Open MEP Expansion

Open MEPs as detailed in the SECURE Act offer a structure for a small plan to get maximum fiduciary support, experts say, but the roles and responsibilities of all the parties involved can be hard to keep straight. Read more >
Industry Demands Delay of New Jersey Fiduciary Regs, Deference to SEC
Advocacy and lobbying organizations representing the interests of brokers/dealers and investment advisers operating in New Jersey continue to voice their disapproval of the proposed regulations. Read more >
Major Cases
A roundup of recent noteworthy retirement plan litigation developments. Read more >
Market Sentiment for Second Half of 2019 Varies
It’s hard to know what investments to put into place when market watchers are in disagreement, but one thing they can agree on is that retirement investors must stay focused on the long-term. Read more >
Retirement Plan Cybersecurity the Issue in a New Lawsuit
How Retirement Plan Advisers Justify Their Fees
In-Plan Guaranteed Income Will Always Be a Challenge
IRS Plan Includes Guidance on Student Loan Payments and Retirement Plans
Broadridge Acquisition of Fi360 Underlines RIA Fiduciary Evolution
Sizing Up the Top 10 DCIO Providers
The 2019 PLANADVISER Defined Contribution Investment Only (DCIO) compares top providers by total assets, biggest funds, number of target-date series, growth rate and more. Read more >
Global Atlantic Launches Retirement Income Education Resource for Advisers
It helps educate advisers on how to discuss income planning with clients. Read more >
Market Mirror
Wednesday, the Dow lost 115.78 points (0.42%) to finish at 27,219.85, the NASDAQ closed 37.59 points (0.46%) lower at 8,185.21, and the S&P 500 decreased 19.62 points (0.65%) 2,984.42. The Russell 2000 was down 11.22 points (0.72%) at 1,550.78, and the Wilshire 5000 fell 192.48 points (0.62%) to  30,691.73. The price of the 10-year Treasury note was up 5/32, decreasing its yield to 2.053%. The price of the 30-year Treasury bond increased 11/32, bringing its yield down to 2.563%.

Editorial: Alison Cooke Mintzer


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