Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 10th, 2019

Through the ‘Window’

For a small contingent of employees determined to chart their own investment course, TDFs hold less appeal. These independent-minded investors prefer to allocate their capital through a brokerage window offered in their plan alongside the conventional fund menu. Read more >
Principal Reveals Eagerly Awaited Wells Fargo Platform Integration Strategy
Principal is incorporating capabilities from the Wells Fargo Institutional Retirement and Trust platform into its own proprietary recordkeeping system, which will serve Principal and transitioning Wells Fargo customers moving forward. Read more >
Lowe’s ERISA Lawsuit Clears Pre-Trial Hurdle
A District Court has affirmed most of the recommendations made by a Magistrate Judge, who previously issued a memorandum concluding the ERISA fiduciary breach case should proceed. Read more >
Now Who Is a Fiduciary?
If they are acting as advisers, the firms and their representatives must navigate how they will apply both ERISA’s and Reg BI’s requirements. Read more >
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2019 PLANADVISER National Conference
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Sponsored message from Charles Schwab
Description: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 >
2020 Adviser of the Year Nominations Open
PLANADVISER Magazine needs your help in identifying the best retirement plan advisers in the country. The deadline for nominations is October 18th. Read more >
Pension Risk Transfer on the Rise
With more insurers in the business, pricing has grown competitive. Read more >
Market Mirror
Yesterday, the Dow increased 38.05 points (0.14%) to 26,835.51, the NASDAQ finished 15.64 points (0.19%) lower at 8,087.44, and the S&P 500 was virtually unchanged at 2.978.43. The Russell 2000 gained 19.06 points (1.27%) to close at 1,524.23, and the Wilshire 5000 was up 27.44 points (0.09%) at 30,426.13. The price of the 10-year Treasury note decreased 28/32, bringing its yield up to 1.635%. The price of the 30-year Treasury bond fell 2 23/32, increasing its yield to 2.120%.

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

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