Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 22nd, 2018

2018 Retirement Plan Adviser Survey & 2019 Top 100 Advisers

Note that again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. Thanks very much for your interest in our surveys. In exchange for your time, we will send a 2018 Plan Benchmarking Report to all completed survey respondents. Also, the aggregated results will be published in upcoming issues of PLANADVISER. Read more >
Checking the Math Behind a 15% Recommended Savings Rate
Katie Taylor, vice president of thought leadership at Fidelity in Boston, says the firm used to suggest a 10% savings rate, but after delving more into the numbers, it now suggests a 15% savings rate—including both employee savings and contributions from employers. Read more >
Many Think the American Dream Is Disappearing
While 82% of Americans describe the American Dream as financial security for themselves and their family, 54% think it is unattainable, MassMutual learned in a survey. Seventy-one percent describe the American Dream as achieving financial independence. Read more >
2018 PLANADVISER National Conference
As an attendee, you’ll find a networking-friendly environment, inviting you to engage directly with skilled experts and leading advisers to help you differentiate your message, add value for your clients and cultivate sustainable growth in an evolving regulatory environment.  Read more >
Fixed Indexed Annuity Sales Spiked in Second Quarter
Sales of fixed indexed annuities came in 21% higher for the second quarter of 2018 compared with the first quarter results, according to LIMRA SRI data, shattering the existing quarterly record as a result. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
DOL’s Ongoing Project Looks Into Retirement Plan Investments and Fees
The Department of Labor’s Employee Benefit Security Administration’s Plan Investment Conflicts project investigates issues related to fiduciary service provider compensation and conflicts of interest in relation to plan asset vehicles. Read more >
Small Minority of Sponsors Very Confident in Workers’ Retirement Security
In addition, a mere 18% of workers are very confident they will be able to retire with a comfortable lifestyle. Read more >
Report Suggests ETFs Should Be Treated as Separate Asset Class
Trading practices on both the sell side and buy side are leading to suboptimal executions, limiting ETF growth, according to a Greenwich Associates report. Read more >
Keeping Up With the Intermediaries
“As the world has become more digital, major recordkeepers are investing in digital to deliver personalized solutions, starting with the use of a person’s name in communications and understanding that person and where he is on his journey to retirement,” says Amy Vaillancourt, senior vice president of client relationship management, small/ mid corporate markets, at Voya in Windsor, Connecticut. Read more >
Market Mirror
Tuesday, the Dow closed 63.60 points (0.25%) higher at 25,822.29, the NASDAQ gained 38.17 points (0.49%) to finish at 7,859.17, and the S&P 500 was up 5.91 points (0.21%) at 2,862.96. The Russell 2000 climbed 19.35 points (1.14%) to 1,718.05, and the Wilshire 5000 increased 69.88 points (0.23%) to 29,877.11. The price of the 10-year Treasury note was down 7/32, increasing its yield to 2.842%. The price of the 30-year Treasury bond decreased 12/32, bringing its yield up to 3.003%.
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