September 18th, 2018

Northern Trust Outlines Relatively Rosy Five-Year Market Outlook Mixing optimism and a temperate outlook, Northern Trust posits that global equity returns will remain below long-term averages, but they should also be higher than current valuations suggest. On the fixed-income side, the expectation is that mild growth and relatively tame inflation will keep interest rates low and yield curves flat globally.  Read more > One-Third of Americans Lack an Accurate Perception of Their Finances One-third of Americans do not have an accurate handle on the state of their own finances, thinking they are better or worse off than they actually are, Prudential Financial Inc. learned in its Financial Wellness Census. Read more > 2018 HSA Conference Building on the success of our half-day “HSA Essentials” event in June preceding the 2018 PLANSPONSOR National Conference, we are pleased to launch a one-day conference focused on offering insights to all of those working with HSAs or wondering how to offer them. Read more > PLANSPONSOR Defined Contribution Survey Open Through Sept. 28 Sponsors of defined contribution plans are invited to respond to the annual PLANSPONSOR DC Survey through September 28. The survey is among our largest and most important research project of the year, but we need your clients’ help for it to be a success. Read more > MOST READ ARTICLES

Sponsored message from ADP Improving Plan Health Plan sponsors’ perspectives on plan health and the drivers that can impact it Read more > The Median Retirement Account Balance Among All U.S. Workers Is ‘Zilch’ Four out of five working Americans have less than one year’s income saved in retirement accounts. Seventy-seven percent fall short of retirement savings targets for their age, based on working until they reach 67.  Read more > Companies With Strong Performance Have Quality 401(k)s Above-average-rated plans are more apt to be found at companies with 20% to 80% higher profitability than are average-rated plans, says T. Rowe Price. Read more > Managed Accounts’ Value Managed accounts providing individualized advice have been around for a long time, and there are many versions available, but they have seen little uptake: When the vehicle does not serve as a plan’s qualified default investment alternative, participation rates get stuck in the 5% to 10% range, consultants observe. Read more > Market Mirror Monday, the Dow was down 92.55 points (0.35%) at 26,062.12, the NASDAQ was down 114.25 points (1.43%) at 7,895.79, and the S&P 500 was down 16.18 points (0.56%) at 2,888.80. The Russell 2000 closed 18.17 points (1.06%) lower at 1,703.55, and the Wilshire 5000 decreased 206.80 points (0.68%) to 30,068.73. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.994%. The price of the 30-year Treasury bond increased 1/32, bringing its yield down to 3.134%.

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