Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 16th, 2018
Bill to Help Companies Establish ESOPs Signed by President
“As businesses become more aware of employee ownership’s advantages—which include higher corporate performance, a share in the rewards for employees, and a retirement plan that often outperforms other alternatives—it is easy to see employee ownership increasing,” said ESOP Association President J. Michael Keeling. Read more >
Are Annuities in DC Plans Necessary to Produce Optimal Retirement Income?
Though they made suggestions for improving lifetime income options for DC retirement plan participants, some who made comments to the ERISA Advisory Council suggested offering in-plan annuities may not be the answer. Read more >
Different Flavors of Fee Levelization
As one of the first steps of pursuing fee levelization, plan sponsors and advisers should consider whether participants will be charged on a “pro rata” or “per capita” model. Read more >
Health Care Unknowns Have Always Vexed Retirement Planners
According to the Moll Law Group survey, 64% of Americans have nothing saved for long-term care. At the same time, 67% say they are not able to contribute to parents’ long-term care due to their own financial constraints. Read more >
MOST READ ARTICLES
1
Half of Households Likely to Face a Retirement Shortfall
2
Average Age Americans Plan to Retire Is 62
3
High-Net-Worth Individuals Would Like to Use RMDs to Offset Taxes
4
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
5
Lack of Emergency Savings Intersects Retirement Concerns
Responsive Design Enhances Financial Wellness Programs
To improve engagement with financial wellness programs, companies are employing new tools based in behavioral science and powered by responsive technology. Read more >
Investors Closely Consider Fund Fees When Making Purchases
Mutual fund investors on the whole are very savvy about fees, according to a survey by the Investment Company Institute. Based on data collected in mid-2017, ICI says 90% of mutual fund-owning households consider the fees and expenses of a fund, with 40% indicating that this information is “very important.” Read more >
Market Mirror
Wednesday, the Dow was down 137.51 points (0.54%) at 25,162.41, the NASDAQ lost 96.78 points (1.23%) to finish at 7,774.12, and the S&P 500 decreased 21.59 points (0.76%) to 2,818.37. The Russell 2000 fell 21.91 points (1.29%) to 1,670.67, and the Wilshire 5000 closed 270.38 points (0.91%) lower at 29,369.51. The price of the 10-year Treasury note increased 11/32, bringing its yield down to 2.860%. The price of the 30-year Treasury bond climbed 24/32, decreasing its yield to 3.030%.

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

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

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