Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 2nd, 2018
PANC 2018: Transformation in the Small Business Market
Presenting to the 2018 PLANADVISER National Conference in Orlando, David Musto, president of Ascensus, framed some of the key challenges facing Americans as they pursue retirement security by telling the stories of his uncle and father. One lived the American Dream of owning a small business; the other worked for a corporation for 35 years. Only one achieved retirement security.  Read more >
IRS Revenue Procedure Takes VCP Program Digital
In announcing a new digital process for self-disclosures and corrections of plan errors, the IRS also says it is currently developing guidance on “other issues relating to the Employee Plans Compliance Resolution System.” Read more >
PANC 2018: Future Faces of Advising
During the “Future Faces of Advising” panel at the 2018 PLANADVISER National Conference, an audience poll revealed that retirement plan advisory practices do have some diversity on their teams. But panelists agreed there is clearly a long way for the industry yet to go.  Read more >
PLANSPONSOR Defined Contribution Survey Open
Sponsors of defined contribution (DC) plans are invited to respond to the annual PLANSPONSOR DC Survey through October 5. 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
1
Education About Tax Treatment and Fees Could Boost 401(k) Participation
2
IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019
3
How Rising Interest Rates Affect Stable Value Funds
4
Inertia Remains a Plan Sponsor Problem, Too
5
Kaleida Health Faces 403(b), 401(k) Plan Fee Lawsuit
Sponsored message from ADP
Improving Plan Health
Plan sponsors’ perspectives on plan health and the drivers that can impact it Read more >
Detailed Plan and Participant Analytics Can Improve Retirement Readiness
Willis Towers Watson believes that sponsors must analyze the retirement adequacy and meaningful benchmarks for individuals or segments of the population. Read more >
PANC 2018: Now What?
How retirement plan advisers need to function as business owners in order to grow their practices. Read more >
PANC 2018: Understanding the Participant Mind
Obtaining data on participants from retirement readiness tools, recordkeepers and aggregation tools is important in order to tailor effective communications. Read more >
Market Mirror
Yesterday, the Dow gained 192.90 points (0.73%) to finish at 26,651.21, the NASDAQ was down 9.05 points (0.11%) at 8,037.30, and the S&P 500 increased 10.61 points (0.36%) to 2,924.59. The Russell 2000 fell 23.58 points (1.39%) to 1,672.99, and the Wilshire 5000 was up 19.50 points (0.06%) at 30,279.31. The price of the 10-year Treasury note was down 7/32, increasing its yield to 3.087%. The price of the 30-year Treasury bond decreased 18/32, bringing its yield up to 3.238%.

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

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

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