Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 4th, 2018
ERISA's Statute of Limitations
Under the Employee Retirement Income Security Act, because a plan fiduciary has a duty both to prudently select and prudently monitor investments, it is frequently the case that a defendant’s statute of limitations defense may successfully bar a plaintiff’s claim that an investment was imprudently selected—but will not withstand one that the investment was improperly monitored. Read more >
Arnerich Massena: Impact Investing Is Not Philanthropy
A new white paper argues that investors can use their hard-earned dollars to make a positive impact on the world while also enhancing the performance characteristics of their portfolios. Read more >
2018 401(k) Participant Survey Results
In this webinar, you’ll gain firsthand knowledge of 401(k) participant sentiments from Schwab Retirement Plan Services, Inc. Read more >
Long-Term Care Planning Neglected by Many Older Americans
When individuals plan ahead for long-term care, they can better secure their own future while reducing financial burdens on their friends and family. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Olin Corp. Soundly Defeats ERISA Lawsuit
Senate Finance Committee Advances EARN Act
Retirement Industry People Moves
Sponsored message from Mass Mutual
Tina Wilson of MassMutual on The Balance Between Great Plans and the Cost of Plans
Click here to watch the video > Read more >
Stretching the Match
About six years ago, a group from Hendrick Motorsports in Charlotte, North Carolina, including the president, chief financial officer, human resources (HR) staff and the retirement plan’s adviser, met to brainstorm ways to get participants to contribute more to the company 401(k). Read more >
Millennials Struggling to Establish Themselves Financially
Gen Xers are in a much better financial place, with many having paid down their student loans. This is enabling them to focus on retirement savings. Read more >
Market Mirror
Wednesday, the Dow gained 54.45 points (0.20%) to finish at 26,828.39, the NASDAQ was up 25.54 points (0.32%) at 8,025.09, and the S&P 500 gained 2.08 points (0.07%) to 2,925.51. The Russell 2000 gained 15.25 points (0.92%) to 1,671.29, and the Wilshire 5000 was up 39.90 points (0.13%) at 30,294.91. The price of the 10-year Treasury note was down 28/32, increasing its yield to 3.170%. The price of the 30-year Treasury bond decreased 2 5/32, bringing its yield up to 3.336%.
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