Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 11th, 2019

Advising Pensions and Endowments in Rocky Markets

From 100-year bonds to sophisticated hedging, the world of pension plan investing is different from the DC plan domain. Read more >
State AGs’ Lawsuit Just One Part of Broader Fiduciary Fight
There is an all-out regulatory tug of war going on between consumer groups, the brokerage industry, the states and the SEC. Read more >
The SEC’s Standard on IRA Rollovers
I’m an investment adviser who provides ongoing advisory services to individuals. In many instances, I advise clients about individual retirement account rollovers. Under rules of the Securities and Exchange Commission, what standard of conduct applies to this IRA rollover advice? Read more >
The Path Ahead for Small Firms and Independent RIAs
Just 5% of RIA firms advise on $1 billion or more in assets, but they service more than 60% of the industry’s total. Read more >
Hub International’s Ambitious Vision for the Retirement Market
AutoZone’s Use of Prudential GoalMaker Criticized in New Lawsuit
2020 Contribution and Benefit Limits Announced
IRS Proposes Changes to Tables Used in RMD Calculations
The Great TDF Debate: Prudence vs. Performance
Time to Humbly Brag
Each month, on PLANADVISER’s website, we’ll roll out a profile of an adviser or advisory practice that has undertaken some philanthropic endeavor. It might be a local community service event, or it might be an outreach with a global footprint. It could also be volunteering or fundraising—we won’t restrict recognition to only social action. Read more >
2020 Awards Nominations Are Open
The deadline for the Retirement Plan Adviser of the Year awards nominations is October 18. Read more >
Market Mirror
Tuesday, the Dow closed 73.92 points (0.28%) higher at 26,909.43, the NASDAQ was down 3.28 points (0.04%) at 8,084.16, and the S&P 500 was virtually unchanged at 2,979.39. The Russell 2000 gained 18.76 points (1.23%) to close at 1,542.99, and the Wilshire 5000 increased 41.87 points (0.14%) to 30,468.02. The price of the 10-year Treasury note decreased 30/32, bringing its yield up to 1.736%. The price of the 30-year Treasury bond fell 1 31/32, increasing its yield to 2.219%.

Editorial: Alison Cooke Mintzer


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