Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 24th, 2019
Lawsuit Challenges Use of Money Market Fund, Actively Managed Funds in 401(k)
The complaint accuses BBVA Compass of mismanaging a $100 million money market fund “that was the investment equivalent of stuffing cash into a mattress” and failing to properly monitor investments and remove imprudent ones Read more >
10 Retirement Planning Tips for the Self-Employed
The self-employed think about and plan differently for retirement compared with their counterparts working for companies and corporations; they also have double the emergency savings. Read more >
Watching Interest Rates Can Save Clients Money on PRTs
Although 2018 experienced an upward trend in annuity purchase interest rates, history demonstrates these rates fluctuate over time with varying degrees of peaks and valleys. Read more >
Ready to Compete with Google?
As consumers, investors are inclined to compare their wealth management experiences not against other wealth management firms but against consumer goods and technology behemoths, including Facebook, Apple, Amazon, Netflix and Google. Read more >
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‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
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SECURE Act Ensnared in Senate After Flying Through House
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Retirement Industry People Moves
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Walgreen Sued for Keeping Underperforming TDFs in 401(k)
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Upset in FINRA Board Large Seat Election
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Women Investors Less Financially Prepared than Men
They are also less optimistic about the U.S. stock market and economy, according to a Nationwide survey. Read more >
MyBlocks Digital Tool Covers Various Financial Wellness Topics
It enables advisers to engage prospects and clients of all ages and financial backgrounds and to use the registration information to turn prospects into clients. Read more >
Market Mirror
Tuesday, the Dow gained 177.29 points (0.65%) to finish at 27,349.19, the NASDAQ closed 47.27 points (0.58%) higher at 8,251.40, and the S&P 500 climbed 20.44 points (0.68%) to 3,005.47. The Russell 2000 was up 10.18 points (0.66%) at 1,554.96, and the Wilshire 5000 gained 200.90 points (0.65%) to 30,888.60. The price of the 10-year Treasury note decreased 3/32, bringing its yield up to 2.077%. The price of the 30-year Treasury bond was down 31/32, increasing its yield to 2.618%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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