Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 18th, 2019
EPIC Retirement Services Acquired by Hub International
Hub’s buying streak of established retirement plan advisory firms continues with the acquisition of EPIC Retirement Services Consulting in New York.  Read more >
U.S. Attorneys File Statement in CalSavers Lawsuit
The attorneys argue that the CalSavers program goes against ERISA’s intent for a voluntary benefits offering and a nationally uniform plan administration structure. Read more >
PANC 2019: Washington Update
Experts discuss changes that will affect advisers, such as Reg BI, the new Customer Relationship Summary form and the DOL, post-Secretary Acosta. Read more >
Retirement Income Coming Soon to a 401(k) Near You
The Four Possible Paths for Senate SECURE Act Passage
Plugging the Leak: Uncashed Distribution Checks
While Popular, Default Electronic Delivery of Plan Documents Irks Some
Advisers Giving Back: When People Need a Head Start
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 >
Employees Can Enroll in Retirement Plans With MassMutual App
The RetireSmart app also allows retirement savers to link to, an online site that provides information and tools to help retirement savers reach their goals. Read more >
Ready to Focus on Income?
Just under 10% of employers offer an in-plan annuity. Read more >
Sponsored message from ADP
Are employees relying on employers to solve financial problems?
Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity. Read more >
Now Who Is a Fiduciary?
How the SEC’s best interest rule could affect plans, IRAs. Read more >
PANC 2019: The Role of Participant Services
Offering guidance to participants is critically important, advisers say, and can yield profitable wealth management relationships. Read more >
Market Mirror
Tuesday, the Dow was up 33.98 points (0.13%) at 27,110.80, the NASDAQ gained 32.47 points (0.40%) to finish at 8,186.02, and the S&P 500 closed 7.73 points (0.26%) higher at 3,005.69. The Russell 2000 lost 6.31 points (0.40%) to finish at 1,578.29, and the Wilshire 5000 increased 62.64 points (0.20%) to 30,780.56. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.811%. The price of the 30-year Treasury bond increased 32/32, bringing its yield down to 2.273%.

Editorial: Alison Cooke Mintzer


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