Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 20th, 2018

2018 HSA Conference Registration

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. Registration for the upcoming event is still open; we encourage you and your clients to consider attending to learn more about this crucial topic.  Read more >
Relatively Few Parents Fill Out FAFSA, Leaving Crucial Dollars on the Table
While college savings and student loan debt aren’t typically an area of focus for retirement plan advisers, new survey data suggests a few simple reminders can be a big help to clients; this is especially true when it comes to filling out the Free Application for Federal Student Aid. Read more >
Federal Court Orders Prison Term after Benefit Plan Theft
A Maryland business owner will serve one year and one day of imprisonment and pay more than $350,000 in restitution for violations of the Employee Retirement Income Security Act. Read more >
Institutions Turn to ETFs for Bond Market Liquidity
Because global bond market liquidity has diminished, institutional investors are investing more in fixed income exchange-traded funds, according to Greenwich Associates. Read more >
For Best Results, Conduct PRTs with Long-Term View in Mind
A sponsor should first assess its pension funding status, MassMutual suggests. They should then look at the quality of their assets, the makeup of their employee and retiree populations, the quality of their participant data and longer-term goals. Read more >
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Many Retirees Spending More Than They Expected
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Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
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ERISA Litigators Reflect on Lessons Learned in 2018
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Progressive Plan Design Features Have Moved Down-Market
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MetLife Pension Calculations Questioned in ERISA Complaint
Sponsored message from Natixis
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Understanding ERISA's Statutes of Limitations
Is there a continuing duty to monitor prohibited transactions? Read more >
Plan Sponsors Will Soon Be Able to Chat With Principal Associates Online
Principal Financial Group announced the fall launch of an online chat feature to answer retirement plan administrative questions. Read more >
Market Mirror
Wednesday, the Dow closed 158.80 points (0.61%) higher at 26,405.76, the NASDAQ was down 6.07 points (0.08%) at 7,950.04, and the S&P 500 increased 3.64 points (0.13%) to 2,907.95. The Russell 2000 closed 8.04 points (0.47%) lower at 1,702.93, and the Wilshire 5000 was up 5.96 points (0.02%) at 30,232.35. The price of the 10-year Treasury note was down 5/32, increasing its yield to 3.077%. The price of the 30-year Treasury bond decreased 11/32, bringing its yield up to 3.222%.

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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