Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 31st, 2019

Time to Humbly Brag

We are pleased to roll out a new PLANADVISER initiative that we think is long overdue: Advisers Giving Back. Each month, we’ll roll out a profile of an adviser or advisory practice that has undertaken some philanthropic endeavor. It might be a local community service event, or it might be an outreach with a global footprint. It could also be volunteering or fundraising. We won’t restrict recognition to only social action. Read more >
St. Elizabeth’s Wins Suit Challenging Church Plan Status
Using other court decisions, including one from the Supreme Court, the medical center’s plan was found to fall under the “church plan” definition in ERISA. Read more >
For a Limited Time, MEPs Can Fix This Form 5500 Mistake
In a new Field Assistance Bulletin, the DOL addresses a set of common errors made by multiple employer plans as they attempt to comply with a reporting rule introduced in 2014. Read more >
Partnership Allows RIAs to Integrate HSAs Into Retirement Planning
Offering health savings account services allows advisers to add value and help clients more holistically plan for retirement, Kristen Donovan, with BAM Retirement Solutions, tells PLANADVISER. 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)
5
Upset in FINRA Board Large Seat Election
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 >
Company Matches on the Rise
It is noteworthy that, back in 2009, just after the Great Recession, 5% of the total plan sponsors offering a match had suspended it and another 5% reduced it. Read more >
Market Mirror
Tuesday, the Dow closed 23.33 points (0.09%) lower at 27,198.02, the NASDAQ decreased 19.72 points (0.24%) to 8,273.61, and the S&P 500 was down 7.79 points (0.26%) at 3,013.18. The Russell 2000 climbed 16.55 points (1.05%) to 1,585.57, and the Wilshire 5000 lost 41.21 points (0.13%) to finish at 31,005.43. The price of the 10-year Treasury note was virtually unchanged, with its yield at 2.063%. The price of the 30-year Treasury bond increased 24/32, bringing its yield down to 2.585%.

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

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

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