Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 5th, 2018

Now Open: 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 >
Simplification of Retirement Plan Disclosures Included in Trump Executive Order
The executive order regarding RMD rules and open MEPs, signed last week by the President, also asks the DOL and Treasury to simplify disclosure regulations for plan sponsors and participants. Read more >
2019 Plan Sponsor of the Year Nominations Are Open
The nominating process has opened for the annual PLANSPONSOR Plan Sponsor of the Year and Retirement Plan Adviser of the Year awards. As in the past years, PLANSPONSOR/PLANADVISER editors are soliciting your help in identifying qualified candidates for each award. If you work with or for, or know of, a great plan sponsor, plan adviser or plan adviser team, please help us recognize the best in the business.   Read more >
When HR and Finance Get Together, DC Plan Results Follow
According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework for frank and practical discussions between the HR and finance functions.” Read more >
ERISA VISTA: Prohibited Transaction Relief
How the DOL’s policy update affects ERISA plans.  Read more >
Supreme Court Rules Against Northwestern University in Fee Case
Class Certified in 401(k) Plan Trustees’ Lawsuit Against John Hancock
What the Supreme Court’s Northwestern Ruling Means in Practice
Another Stressed Union Pension to Get PBGC Support
Advisers Can Address Participant Savings Gaps With New Retirement Readiness Calculator
Court Order to Pay Pensions Leads Archdiocese of San Juan to File Bankruptcy
The U.S. Supreme Court denied the archdiocese’s application for a temporary reprieve from a court order to pay $4.7 million to both retired and active teachers; however, filing for bankruptcy temporarily freezes all litigation. Read more >
How DC Plans Can Hedge Against Cybersecurity Risk
The Segal Group suggests nine steps plans can take, starting with creating an information security policy. Read more >
Investors Better Prepared for a Downturn, Advisers Say
They have also become more inclined to work with an adviser since the Great Recession of 2008. Read more >
Market Mirror
Yesterday, the Dow slipped 12.34 points (0.05%) to 25,952.48, the NASDAQ closed 18.29 points (0.23%) lower at 8,091.25, and the S&P 500 decreased 4.80 points (0.17%) to 2,896.72. The Russell 2000 lost 7.38 points (0.42%) to finish at 1,733.38, and the Wilshire 5000 was down 47.82 points (0.16%) at 30,226.71. The price of the 10-year Treasury note decreased 10/32, bringing its yield up to 2.898%. The price of the 30-year Treasury bond fell 26/32, increasing its yield to 3.062%.
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