Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 11th, 2018

2019 Sponsor and Adviser of the Year Nominations Are Open

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 >
DISRUPTION: Time to Consider an OCIO for DC Plans?
GSAM Head of OCIO Greg Calnon says his firm is increasingly focused on supporting defined contribution plan sponsors; while pension plans are still the majority of clients, the outlook is evolving fast. Read more >
Advocacy Group Fighting Tax That Could Hit Retirement Plans
While an analysis by Modern Markets Initiative focuses specifically on public pension funds, the company notes that the tax will affect all defined benefit plans, individual retirement accounts, defined contribution plans and individual investors. Read more >
Advisers Increasingly Turn to Third-Party Asset Managers
Many view this as a way to make their practices more efficient, plus add value. Read more >
TDFs Particularly Popular Among Younger Investors
“Target-date funds continue to be a widely available, widely used, popular and convenient investment choice for retirement savers,” says Sarah Holden, senior director of retirement and investor research at ICI. “Recently hired workers in particular often hold target-date funds in their 401(k) plan account, reflecting current plan design.” Read more >
Is the Traditional Fiduciary Insurance Model at Risk?
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Why Small Business Owners Often Resist 401(k)s
Retirement Industry People Moves
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
Sponsored message from Mass Mutual
What plan sponsors need to know about retirement readiness
Learn more about the insights gleaned from the MassMutual Retirement Savings Risk Study, download a copy of our white paper today. Read more >
Wagner Building Database for New Adviser Search Service
Advisers interested in participating are called on to submit info electronically. Read more >
More Than One-Quarter of 401(k) Assets Are in CITs
Cerulli says retirement specialist advisers are becoming more knowledgeable about and comfortable with CITs, and the research firm expects CITs will continue to expand their share of 401(k) plan assets. Read more >
401k Plans LLC Offers Digital App for Small Business Advisers
The platform aims to process plan transactions from reputable, timely providers. Read more >
Market Mirror
Yesterday, the Dow closed 59.47 points (0.23%) lower at 25,857.07, the NASDAQ gained 21.62 points (0.27%) to finish at 7,924.16, and the S&P 500 was up 5.45 points (0.19%) at 2,877.13. The Russell 2000 closed 4.29 points (0.25%) higher at 1,717.47, and the Wilshire 5000 increased 72.04 points (0.24%) to 29,991.33. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.937%. The price of the 30-year Treasury bond increased 12/32, bringing its yield down to 3.086%.
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