Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 23rd, 2019
Advocates Hope Stalled SECURE Act Folds into Budget Negotiations
As Congress and the Trump Administration turn their attention to a budget deal and debt ceiling negotiations, industry stakeholders hope the bipartisan SECURE Act could become part of the process. Read more >
Where High-Tech Meets High-Touch
“I see a lot of money being spent by providers to get employees active,” says John Ludwig, a partner and the founder of LHD Retirement in Indianapolis and a 2019 Retirement Plan Adviser of the Year Small Team finalist. “Frankly, it takes somebody in front of them to show them how to be active.” Read more >
Like Their Clients, Advisers Display Many Biases
Advisers are used to addressing their clients’ behavioral biases when it comes to market risks and returns, but a new white paper suggests they need to do more to understand and overcome their own mistakes. 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
Convergence of Retirement Plan and Wealth Consulting
Forward-thinking advisers agree fundamental industry change is afoot, driven by a blurring of the line between private wealth managers and retirement plan advisers, and the growing importance of partnerships, cross-selling and scalability amid a consolidating-provider landscape. Read more >
Human Error Leaves Retirement Plan Data Exposed
Experts in financial services cybersecurity are confident in most organizations’ technical strategies—in their use of sophisticated firewalls, encryption and network security tools—but there is much more concern about the human element of data protection. Read more >
Market Mirror
Monday, the Dow gained 17.70 points (0.07%) to finish at 27,171.90, the NASDAQ closed 57.65 points (0.71%) higher at 8,204.14, and the S&P 500 climbed 8.42 points (0.28%) to 2,985.03. The Russell 2000 was down 3.11 points (0.20%) at 1,544.78, and the Wilshire 5000 gained 80.08 points (0.26%) to 30,687.66. The price of the 10-year Treasury note increased 1/32, bringing its yield down to 2.044%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.575%.

Editorial: Alison Cooke Mintzer


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