Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 25th, 2019

Advisers Giving Back: A Foundation That Spans the World

Since its founding in 2011, the SageView Foundation has raised more than $1.5 million to help meet the health care and education needs of women and children in crisis and to provide community development micro-loans. Read more >
Last Chance for Our Annual Adviser Top 100 Survey!
Plan advisers and adviser teams looking to be considered for our 2020 Top 100 Retirement Plan Adviser listing must complete the first step in this process by end-of-day Wednesday, September 25. Read more >
Supreme Court Asked to Review Great-West Retirement Plan Annuity Case
The plaintiff in the case, in which lower courts sided with Great-West, argues that the lower courts erroneously distinguished plan contracts from any other type of plan asset. Read more >
A Once in a Lifetime Opportunity—With a Deadline
Finding the right partner can be critical, both to winning new business and keeping clients happy. Read more >
Franklin Templeton to Acquire Putnam for $925 Million
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Human Interest Offers 3% Cash Back for New Retirement Savers
Smart Acquires Managed Account Provider ProManage
FINRA Fines Vanguard for Overstating Money Market Projections
Sponsored message from American Century Investments
Description:The Making of a Glide Path
Understanding the Impact of Design Decisions on Retirement Outcomes. Read more >
Data Mine
The retirement plan industry is flush with data points and analyses. In this edition of Data Mine, we have dug out the most useful findings from a range of published works. Read more >
Now Who Is a Fiduciary?
There is a question as to whether the Department of Labor (DOL) will now change its views about whether a person is, or is not, acting as a fiduciary when providing “investment advice” as the term is defined under ERISA Section 3(21)(A)(ii) and Section 4975(e)(3) of the Internal Revenue Code (IRC). Read more >
Market Mirror
Tuesday, the Dow lost 142.22 points (0.53%) to finish at 26,807.77, the NASDAQ closed 118.84 points (1.46%) lower at 7,993.63, and the S&P 500 decreased 25.18 points (0.84%) to 2,966.60. The Russell 2000 was down 24.66 points (1.58%) at 1,533.59, and the Wilshire 5000 fell 304.12 points (0.99%) to 30,302.38. The price of the 10-year Treasury note increased 7/32, bringing its yield down to 1.650%. The price of the 30-year Treasury bond climbed 1 27/32, decreasing its yield to 2.105%.
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