Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 10th, 2018
Views of ESG Investing Changing Among Institutional Investors
The percentage of U.S. institutional investors that reject ESG outright shrank dramatically year over year, from 51% to 34%, according to RBC Global Asset Management’s third annual Responsible Investing Survey. Read more >
The 'Roll' of the Adviser
It’s back to the old days for advising on rollovers, right? Maybe not. The Department of Labor’s revised fiduciary rule, vacated by a 5th Circuit Court of Appeals mandate in June, no longer applies—but don’t be surprised if it has a lasting impact on how plan sponsors scrutinize rollover advice from advisers. Read more >
Live Event: 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 >
Amid DOL Scrutiny, Provider Crafts Solution for Missing Participants
Employees are changing jobs more frequently than ever before, says Mark Koeppen at FPS Trust; when they go missing, this can lead to wasted time and money spent on administration of their orphaned savings. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Wealthy Investors Question Adviser Expertise
The Spectrem study found 59% of investors said their adviser understands Social Security benefits, while 47% said their adviser is knowledgeable about Medicare.   Read more >
ERISA VISTA: Prohibited Transaction Relief
When an adviser is a fiduciary to an ERISA plan or an IRA, he is prohibited from receiving certain forms of compensation. Under the prohibited transaction rules in ERISA and the Internal Revenue Code, two types of compensation are prohibited. One is that received from a third party. The second type is variable compensation.  Read more >
Market Mirror
Tuesday, the Dow closed 56.21 points (0.21%) lower at 26,430.57, the NASDAQ was up 2.07 points (0.03%) at 7,738.02, and the S&P 500 was down 4.09 points (0.14%) at 2,880.34. The Russell 2000 lost 7.65 points (0.47%) to finish at 1,621.87, and the Wilshire 5000 decreased 53.23 points (0.18%) to 29,734.90. The price of the 10-year Treasury note was up 8/32, decreasing its yield to 3.202%. The price of the 30-year Treasury bond increased 24/32, bringing its yield down to 3.363%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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