Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 4th, 2019

Make Your 2020 Adviser of the Year Nominations Today!

As we have in the past years, PLANADVISER is soliciting your help in identifying the best retirement plan advisers in the country. If you work with or for, or know of, a great plan adviser or plan adviser team, please help us recognize the best in the business. Nominations are due October 18th. Read more >
Fiduciary Fitness: Venue Clauses
A former Pfizer executive recently filed a writ of certiorari—i.e., a request for a court to review a case—with the U.S. Supreme Court, asking it to rule that a forum selection clause in a Pfizer employee benefit plan governed by the Employee Retirement Income Security Act is unenforceable. This is the fourth time a writ of certiorari has been filed in the case.  Read more >
Super CE Session at PANC 2019
John Hancock is pleased to work with PLANADVISER to extend you a Super Continuing Education 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 >
The Way to Help Individuals Plan for Retirement Health Costs
Start by presenting health care expenses rationally, as a combination of predictable monthly expenses (insurance premiums) that can be budgeted for, and less predictable expenses (out-of-pocket) that can be managed from savings, a report from T. Rowe Price suggests. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Complying With the Custody Rule and the New Custody Proposal
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Sponsored message from Voya
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Groups Side With Intel in ‘Actual Knowledge’ Case
In a brief of amici curiae filed with the U.S. Supreme Court, they argue that an appellate court decision undermines the value of retirement plan disclosures and should be reversed. Read more >
Broadridge Acquires Financial Database Services
Broadridge Financial Solutions has acquired Financial Database Services, a provider of compensation management, compliance and adviser onboarding solutions for the wealth management industry. Read more >
Market Mirror
Tuesday, the Dow fell 285.26 points (1.08%) to 26,118.02, the NASDAQ closed 88.72 points (1.11%) lower at 7,874.16, and the S&P 500 was down 20.19 points (0.69%) at 2,906.27. The Russell 2000 decreased 22.56 points (1.51%) to 1,472.28, and the Wilshire 5000 lost 233.75 points (0.78%) to close at 29,691.60. The price of the 10-year Treasury note increased 3/32, bringing its yield down to 1.472%. The price of the 30-year Treasury bond was up 1/32, decreasing its yield to 1.962%.
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