Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 10th, 2019

Social Security Maximization

There is little understanding that the Social Security survivor benefit is based on the higher-earning spouse’s work record. Today, this is still typically the husband, meaning that a wife who used to work and is collecting Social Security based on her work record is eligible to switch to her husband’s greater benefit after he dies. Read more >
While Popular, Default Electronic Delivery of Plan Documents Irks Some
Retirement plan service providers generally support making electronic delivery of documents the default, but print communication industry organizations and some consumer groups say the paper default should remain. Read more >
Morgan Stanley 401(k) Self-Dealing Suit Dismissed
The court decided the plaintiffs did not have standing to sue regarding the funds in which they did not invest, and they did not sufficiently prove their other claims. Read more >
Advisers Giving Back: Teaching Financial Literacy
Barbara Delaney, a principal at StoneStreet Renaissance LLC, teaches high school girls how to handle money. Read more >
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While Popular, Default Electronic Delivery of Plan Documents Irks Some
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Advisers Giving Back: When People Need a Head Start
Sponsored message from MetLife
What’s the key to a more secure retirement for plan participants?
Steady, reliable growth to help them stay the course with MetLife Stable Value Solutions. Read more >
2020 Awards Nominations Are Open
The deadline for the Retirement Plan Adviser of the Year awards nominations is October 18. Read more >
Pentegra, ADP to Launch Personalized Videos for Sponsors
The interactive sales tool also assigns a grade for retirement plans and is designed to improve advisers’ conversations with plan sponsor clients. Read more >
Market Mirror
Wednesday, the Dow gained 181.97 points (0.70%) to finish at 26,346.01, the NASDAQ closed 79.96 points (1.02%) higher at 7,903.74, and the S&P 500 increased 26.34 points (0.91%) to 2,919.40. The Russell 2000 was up 6.86 points (0.47%) at 1,479.46, and the Wilshire 5000 climbed 250.09 points (0.85%) to 29,754.98. The price of the 10-year Treasury note was down 5/32, increasing its yield to 1.582%. The price of the 30-year Treasury bond fell 1 1/32, bringing its yield up to 2.084%.

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

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