Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 19th, 2019
Settlement Reached in Safeway ERISA Lawsuits
Safeway and Aon Hewitt Investment Consulting will pay a combined $8.5 million to settle two lawsuits accusing them of causing excessive fees in Safeway’s 401(k) plan. Read more >
WhartonHill Joins Hub’s Growing Retirement Practice
WhartonHill’s leaders say they will also continue their partnership with both Global Retirement Partners and LPL Financial, “and look forward to expanding that relationship going forward.” Read more >
PANC 2019: The Pillars of Asset Allocation
Managed accounts, target-date funds, hybrid funds and risk-based models are all prevalent in today’s defined contribution retirement plan marketplace. Read more >
Advocacy Efforts for CITs Allowed in 403(b)s Underway
“We’ve heard the need for these investment options in 403(b) plans from advisers, consultants and plan sponsors for decades,” says Bruce Corcoran, managing vice president/head of 403(b) Business at ICMA-RC. Read more >
MOST READ ARTICLES
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Retirement Income Coming Soon to a 401(k) Near You
2
The Four Possible Paths for Senate SECURE Act Passage
3
Plugging the Leak: Uncashed Distribution Checks
4
While Popular, Default Electronic Delivery of Plan Documents Irks Some
5
Advisers Giving Back: When People Need a Head Start
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Data-driven insights & a human-driven approach
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PANC 2019: Beyond the Buzzwords: Making ‘Cents’ of Financial Wellness
Industry insiders discuss what a “true financial wellness program” is and is not—and what it should consist of. Read more >
Social Security Maximization
One’s claiming age is key to stretching benefits. Read more >
PANC 2019: The Value of Supplementary Plan Options
How NQDC plans can help plan sponsor clients attract, retain and reward key employees and executives. Read more >
Market Mirror
Wednesday, the Dow increased 36.28 points (0.13%) to 27,147.08, the NASDAQ decreased 8.62 points (0.11%) to 8,177.39, and the S&P 500 was up 1.03 points (0.03%) at 3,006.73. The Russell 2000 closed 9.94 points (0.63%) lower at 1,568.35, and the Wilshire 5000 was down 17.97 points (0.06%) at 30,762.68. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.794%. The price of the 30-year Treasury bond increased 27/32, bringing its yield down to 2.249%.

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

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