Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 24th, 2018
Retirement Readiness Is Possible for Caregivers, But It’s Tough
It’s not hard to imagine why caregivers deprioritize their retirement savings; harder to figure out is how to support caregivers as they work to build their own financial wellness and retirement wealth. Read more >
DISRUPTION: Milliman Upends Retirement Plans Sales and Service Structure in War for Scale
Milliman is still very much a mid-tier recordkeeping provider by scale, ranking 53rd in terms of the total number of plan served and 27th in total assets in custody; this week the firm is launching a new unified sales and service structure in a bid to boost growth and client satisfaction. Read more >
The Most Successful Advisers Are Tech Innovators
The most successful registered investment advisers and fee-based advisers have many traits in common, according to the Advisor Authority Study, commissioned by Nationwide Advisory Solutions. Read more >
Millennials Value Financial Planning as Much as a Bonus
Millennials are interested in speaking with advisers about investments and growth, but they are equally as interested as Gen Xers and Boomers in protecting themselves and their families with insurance. Seventy-six percent of Millennials say it is important for their adviser to stay on top of the latest asset protection and insurance trends. Read more >
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
IRS Life Expectancy Tables Updated for Retirees
Huntington National Bank, PAi Partner on 401(k) Solution
Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits
The New Vesting Schedule Debate
Exciting Announcements About 2018 PLANADVISER National Conference
New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander. Read more >
The participating investment firms supplied their year-end asset levels in DC plans for 2016 through the first quarter of this year. These asset levels rose $25 billion (0.5%) in the three months from December 31, 2017, through March 31, which may sound impressive but pales in comparison with a year ago: During that same three-month period, DCIO assets rose $163 billion (16.3%).  Read more >
DC Plans and Health Care Employers First Movers into ESG Investing
Of the 12% of institutional investor respondents to a recent survey who have incorporated ESG, most are DC plans, and more than half are healthcare-focused organizations. Read more >
Market Mirror
Monday, the Dow was down 13.83 points (0.06%) at 25,044.29, the NASDAQ gained 21.68 points (0.28%) to 7,841.87, and the S&P 500 increased 5.15 points (0.18%) to 2,806.98. The Russell 2000 closed 1.61 points (0.09%) higher at 1,698.41, and the Wilshire 5000 gained 76.10 points (0.26%) to finish at 29,363.21. The price of the 10-year Treasury note decreased 18/32, bringing its yield up to 2.962%. The price of the 30-year Treasury bond fell 1 12/32, increasing its yield to 3.097%.
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