Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 12th, 2018
Republicans Flesh Out Tax Reform 2.0, Taking Aim at Retirement Issues
A trio of bills introduced before the House Ways and Means Committee this week offer the first detailed look at Republican Congressional leaders’ hopes for “Tax Reform 2.0,” which include many initiatives supported broadly by retirement industry stakeholders.  Read more >
Scars from Financial Crisis Still Raw
A majority of Americans say they have not fully recovered financially from the Great Recession of 2008. Read more >
Keeping Up with the Intermediaries
Investment in data analytics provides not just results but ways for advisers, plan sponsors and participants to use them. “As the world has become more digital, major recordkeepers are investing in digital to deliver personalized solutions, starting with the use of a person’s name in communications and understanding that person and where he is on his journey to retirement,” says Amy Vaillancourt, senior vice president of client relationship management, small/mid corporate markets, at Voya in Windsor, Connecticut. Read more >
2019 Award Nominations Are Open
The nomination process has begun for the 2019 Plan Sponsor of the Year and Retirement Plan Adviser of the Year Awards. Read more >
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2018 PLANADVISER National Conference
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NYU Calls for Sanctions Against Workers, Attorneys
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Two Key Themes for DC Plans
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Retirement Industry People Moves
Sponsored message from MetLife
Stable value gives employees a stronger capital preservation option
90% of advisors very often recommend stable value; 83% of plan sponsors find stable value more attractive than money market. Watch the videos for more insights in the 2017 MetLife Stable Value Study. Read more >
Registered Advisers Often Confused by Custody Reporting
Form ADV includes a number of questions about the custody of client assets; these questions continue to be a source of widespread confusion and inconsistent interpretations in the asset management industry. Read more >
Principal Transactions
One of the trickiest areas of compliance for advisers and their supervising firms is related to principal transactions. The Securities and Exchange Commission, Financial Industry Regulatory Authority and Department of Labor recognize that principal transactions pose acute conflicts of interest. Read more >
Market Mirror
Yesterday, the Dow closed 113.99 points (0.44%) higher at 25,971.06, the NASDAQ gained 48.31 points (0.61%) to finish at 7,972.47, and the S&P 500 was up 10.76 points (0.37%) at 2,887.89. The Russell 2000 closed 0.94 points (0.05%) higher at 1,718.40, and the Wilshire 5000 increased 112.23 points (0.37%) to 30,103.55. The price of the 10-year Treasury note was down 12/32, increasing its yield to 2.979%. The price of the 30-year Treasury bond fell 25/32, bringing its yield up to 3.121%.

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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