Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 17th, 2019
PANC 2019: Top Advisers in the Hot Seat
Representatives from the 2019 Retirement Plan Advisers of the Year awards program detail their practice outlooks, client services and team structures. Read more >
PANC 2019: Learning From Adviser M&A Transactions
Why two advisory practices decided to sell and become part of a larger benefits broker and a wealth management company. Read more >
Hub International Acquires StoneStreet
“We’re excited for Barbara Delaney and the team to join Hub,” said David Reich, National President, Hub Retirement and Private Wealth. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
LinkedIn Will Pay Out $6.75 Million for 401(k) Participant Complaint
Sponsored message from Voya
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Planning for Wealth Transfer a Value Add From Financial Advisers
Studies show all generations find legacy planning important and those who receive an inheritance feel more financially secure. And, Lincoln Financial has introduced a product to help advisers stretch clients’ inheritances over their lifetimes. Read more >
Proposed Tax Could Hurt Retirement and College Savers
Even outside of saving for retirement or a college education, an investor’s ability to save for any future goal is drastically diminished by the proposed financial transaction tax in Senate bill S. 1587, Vanguard says.  Read more >
Nasdaq and Wilmington Trust to Provide Tickers for CITs
The two entities look to encourage CIT adoption among investors, a move that they say has stalled due to low awareness of the funds. Read more >
Market Mirror
Yesterday, the Dow fell 142.70 points (0.52%) to 27,076.82, the NASDAQ closed 23.17 points (0.28%) lower at 8,153.54, and the S&P 500 lost 9.43 points (0.31%) to finish at 2,997.96. The Russell 2000 was up 6.46 points (0.41%) at 1,584.60, and the Wilshire 5000 decreased 46.58 points (0.15%) to 30,717.92. The price of the 10-year Treasury note increased 27/32, bringing its yield down to 1.845%. The price of the 30-year Treasury bond climbed 1 2/32, decreasing its yield to 2.317%.
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