Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 8th, 2019

Advancing Advice for All

When Empower Retirement launched its new adviser managed accounts (AMAs) in March, SageView Advisory Group LLC had already signed on to utilize the service and thereby offer its own managed accounts to 401(k) plan clients. Read more >
The Four Possible Paths for Senate SECURE Act Passage
Chris Spence, TIAA’s senior director of government relations, took a few minutes away from his regular Monday schedule to update PLANADVISER readers on the status of the Setting Every Community Up for Retirement Enhancement Act, commonly referred to as the “SECURE Act.” Read more >
New York Financial Services Regulator Starts Investigation of Annuities in 403(b)s
It is looking into whether agents are engaging in deceptive and unfair sales practices, such as failing to appropriately disclose product costs and merits. Read more >
IRS Provides Guidance on 403(b) Plan Remedial Amendment Periods
Revenue Procedure 2019-39 sets forth a system of recurring remedial amendment periods for correcting form defects in 403(b) individually designed plans and 403(b) pre-approved plans occurring after the initial remedial amendment period ends on March 31, 2020. Read more >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Industry People Moves
Sponsored message from T. Rowe Price
What DC Plan Sponsors Prefer Retiring Participants Do and Why It Matters.
Click to find out more about post retirement thinking. Read more >
AT&T Faces Challenge to Early Retirement Benefit Calculations
Former participants in AT&T’s pension plan say that because factors have not been updated to be in line with reasonable actuarial assumptions, they do not yield actuarially equivalent payments to participants as required by ERISA. Read more >
Millennium Trust Launches Retirement Savings Selector Tool for Small Businesses
The tool helps small employers and advisers find the right retirement savings option to offer employees. Read more >
Inspirational Financial Wellness
To succeed, these programs must prompt workers to take action. Read more >
Market Mirror
Yesterday, the Dow decreased 95.70 points (0.36%) to 26,478.02, the NASDAQ closed 26.18 points lower (0.33%) at 7,956.29, and the S&P 500 fell 13.22 points (0.45%) to 2,938.79. The Russell 2000 was down 2.91 points (0.19%) at 1,497.79, and the Wilshire 5000 lost 116.38 points (0.39%) to finish at 29,976.51. The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.562%. The price of the 30-year Treasury bond fell 31/32, bringing its yield up to 2.056%.
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