Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 29th, 2019

Super CE Session at PANC 2019

John Hancock is pleased to work with PLANADVISER to extend you a Super CE Session on Small Business Retirement plans at the end of the 2019 PLANADVISER National Conference. Join John Hancock, after the closing buffet, on Wednesday, September 16th for the Super CE session followed by the exam. Read more >
Industry Groups Object to Massachusetts Fiduciary Proposal
The Financial Services Institute and the Insured Retirement Institute have both published open letters opining against ambitious conflict of interest regulations proposed in the state. Read more >
Helping Participants After They Have Taken Hardship Withdrawals
Participants who have taken a hardship withdrawal are nearly three-times more likely to feel “always” stressed in general and three-times more likely to have “a lot” of stress about their financial situation. Read more >
Researchers Provide Examples for Using ‘Simple’ Retirement Drawdown Strategy
In addition, the report discusses possible refinements to the baseline strategy, introduced last year, to address specific goals and circumstances, such as uneven expense and income flows, or alternative patterns of retirement income. 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
Retirement Industry People Moves
T. Rowe Price adds senior DC adviser strategist; GW&K introduces New VP for Global Equity; Eagle Asset Management names portfolio manager for active equity strategies; and more. Read more >
The state of the DCIO industry Read more >
Market Mirror
Friday, the Dow was up 51.47 points (0.19%) at 27,192.45, the NASDAQ climbed 91.67 points (1.11%) to 8,330.21, and the S&P 500 increased 22.19 points (0.74%) to 3,025.86. The Russell 2000 gained 17.52 points (1.12%) to finish at 1,578.97, and the Wilshire 5000 closed 250.96 points (0.81%) higher at 31,146.36.   The price of the 10-year Treasury note was virtually unchanged, with its yield at 2.074%. The price of the 30-year Treasury bond was up 3/32, decreasing its yield to 2.595%.   WEEK’S WORTH: For the week ending July 26, the Dow was up 0.14%, the NASDAQ climbed 2.25%, and the S&P 500 increased 1.65%. The Russell 2000 gained 2.01%, and the Wilshire 5000 finished 1.76% higher.

Editorial: Alison Cooke Mintzer


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