Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 15th, 2019

‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act

Low and middle-income Americans struggling to save for retirement are depending on the U.S. Senate to pass the SECURE Act, advocates say. At present, one roadblock seems to the law’s treatment of “stretch IRAs.” Read more >
Will Trump Administration Prove Friendlier to Retirement Plan Innovators?
After previously failing to get DOL approval for a target-date fund design that involves an annuity and reinsurance component, LGIMA hopes the Trump Administration will more readily allow such private sector innovations. Read more >
Time To Recheck Interest Rate Assumptions
“On the day of this discussion the Swiss 10-year is at negative 90 basis points, the German 10-year is trading at negative 56 basis points, and the Japanese 10-year is at minus 20 basis points.”  Read more >
ERISA Complaint Questions Alternatives Use in Custom TDF
The lawsuit, filed in the U.S. District Court for the Northern District of California, suggests a number of Intel defendants breached their fiduciary duties by investing billions of dollars of employees’ retirement savings in “unproven and unprecedented investment allocation strategies featuring high-priced, low-performing illiquid and opaque hedge funds.” Read more >
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‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
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Upset in FINRA Board Large Seat Election
Sponsored message from Charles Schwab
Participants Have The Right Mindset, But “We Still Have Work To Do”
Plan design can certainly help drive outcomes, but as an industry, we still have work to do. Read more >
Learning From Adviser M&A Transactions
Ty Parish of Cerity Partners and Daniel Bryant of Sheridan Road Financial will field your adviser industry M&A questions at the upcoming 2019 PLANADVISER National Conference. In a discussion moderated by Dick Darian at Wise Rhino Group, the pair will offer inside analysis of their firms’ significant M&A activity. Read more >
Principal Launches Mobile App That Leverages Biometrics
It leverages biometrics, education and on-the-go account access to help instill confidence in retirement plan participants and make transactions quick and easy. Read more >
Market Mirror
Wednesday, the Dow dropped 800.49 points (3.05%) to 25,479.42, the NASDAQ fell 242.42 points (3.02%) to 7,773.94, and the S&P 500 lost 85.72 points (2.93%) to finish at 2,840.60. The Russell 2000 stumbled 43.05 points (2.85%) to 1,467.52, and the Wilshire 5000 plunged 872.48 points (2.91%) to 29,107.05. The price of the 10-year Treasury note increased 1 1/32, bringing its yield down to 1.581%. The price of the 30-year Treasury bond climbed 3 24/32, decreasing its yield to 2.020%.

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

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

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