Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 16th, 2019

Is Mandatory Arbitration Likelier for ERISA Complaints?

The Dorman vs. Charles Schwab Corp. decision out of the 9th Circuit is significant, but it leaves at least one “glaring unresolved question,” attorneys say. Read more >
Wash Financial Is First GRP Firm Scooped Up By Hub International
With the acquisition of Washington Financial Group, HUB International has made public the first of a series of significant anticipated acquisitions of Global Retirement Partners firms. Read more >
401(k) Participants Often Make Ill-Timed Fixed-Income Trades
August brought six above-normal trading days, the highest monthly total since a previous bout of equity market volatility in December 2018. Read more >
IRS Changed Mailing Address for Employee Plans Submissions
The IRS says submissions that have already been sent to the previous address will be forwarded to this new address. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Retirement Advisers Increasingly Want PEP Option in Toolbox
With SECURE 2.0, the Cash Balance DB Plan May Be Back
A Reminder to Avoid Fraudulent Hardship Withdrawals
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Sponsored message from Franklin Templeton
Can Your Target Date Fund Adapt to Change?
Many of the major target date fund series can’t adapt to changes in market conditions. And that’s starting to look more and more dangerous for your participants. Especially near retirement. Read more. Read more >
Gen Xers Feeling Financially Squeezed
They have mortgages, second homes, kids going to college and elderly parents. They’re even thinking about long-term care policies. Read more >
Retirement Industry People Moves
DAC selects new institutional sales head; Cetera replaces general counsel; Seyfarth Shaw LLP announces ERISA expert as partner; and more. Read more >
Corporate Insight Offers Website Audit to Recordkeepers
The audit service provides an in-depth assessment of the digital user experience offered by retirement plan recordkeepers to plan sponsors. Read more >
Market Mirror
Friday, the Dow was up 37.07 points (0.14%) at 27,219.52, the NASDAQ closed 17.75 points (0.22%) lower at 8,176.71, and the S&P 500 was down 2.18 points (0.07%) at 3,007.39. The Russell 2000 increased 3.07 points (0.20%) to 1,578.14, and the Wilshire 5000 decreased 21.16 points (0.07%) to 30,764.47. The price of the 10-year Treasury note decreased 1 2/32, bringing its yield up to 1.905%. The price of the 30-year Treasury bond fell 2 6/32, increasing its yield to 2.377%. WEEK’S WORTH: For the week ending September 13, the Dow gained 1.58%, the NASDAQ was up 0.91%, and the S&P 500 increased 0.96%. The Russell 2000 climbed 4.85%, and the Wilshire 5000 finished 1.20% higher.
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