Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 1st, 2019

HSAs, FSAs and HRAs: Get to Know the Health Savings Alphabet

The account types differ quite a lot. Some require same-year spending, most are owned by the employer, and one comes with a triple tax advantage.  Read more >
SEI Agrees to Pay $6.8 Million to Settle Self-Dealing Suit
The defendants also agree to retain the services of an unaffiliated investment consultant to provide an evaluation of the design of the plan’s investment lineup and to review the plan’s investment policy statement, among other things. Read more >
Participants Not Up to Speed on Distribution Options
“There can be huge consequences from making the wrong decision, ranging from taxes and penalties to higher fees and risky or poor performing investments,” says Ric Edelman, with Edelman Financial Engines. Read more >
Advisers Giving Back
Each month, on PLANADVISER’s website, 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 >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2023 Retirement Plan Adviser of the Year Finalists
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Complying With the Custody Rule and the New Custody Proposal
A New Investing Approach for Public and Church Pension Plans
River and Mercantile suggests that they use equity derivatives to provide contractual exposure to the equity market, but in a way where risk can be managed. Read more >
Edelman Financial Engines Introduces Fiduciary Distribution Review
The program offers participants one-on-one sessions with a financial planner to discuss their various distribution options. Read more >
2019 PLANADVISER Micro Plan Survey
The $1 million to $5 million micro plans also fell behind all plans when it came to measuring plan success; this applied in terms of participation rates, deferral rates, external benchmarking of plan design, participants saving to match, and appropriateness of participant asset allocations. Read more >
Market Mirror
Wednesday, the Dow fell 333.75 points (1.23%) to finish at 26,864.27, the NASDAQ closed 98.20 points (1.19%) lower at 8,175.42, and the S&P 500 decreased 32.80 points (1.09%) to 2,980.38. The Russell 2000 was down 10.99 points (0.69%) at 1,574.61, and the Wilshire 5000 lost 320.60 points (1.03%) to finish at 30,684.75. The price of the 10-year Treasury note increased 26/32, bringing its yield down to 2.010%. The price of the 30-year Treasury bond climbed 1 3/32, decreasing its yield to 2.522%.
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