Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 11th, 2018
Compare and Contrast: Income Annuities and Savings Contracts
There are some relatively simple rules of thumb that can serve as a jumping off point for advisers and their clients to asses all the different annuity flavors. Of course, different types of annuities provide the highest income guarantee depending on an individual’s or family’s unique financial scenario, and therefore every client seeking to maximize guaranteed income should consider different product types. Read more >
Keeping Up with the Intermediaries
As seems to be the case everywhere, for the recordkeeping industry, the most significant area of development is data analytics. This is not just “big data,” says Jeff Acheson, divisional president of Independent Financial Partners Plan Advisers in Tampa, Florida, but “good data.” Read more >
Advisers Need to Focus on Relationship Management, Vanguard Says
As advisers have moved away from commissions to favor fee-based service, their daily focus also should move away from transactions to holistic client relationship management, Vanguard maintains in a new report, “The Evolution of Vanguard Advisor’s Alpha: From Portfolios to People.” Read more >
Most Americans Identify Themselves as Savers
Asked about their attitude towards money, 51% of Americans, the largest percentage, say they are savers, according to PwC’s 2018 Financial Wellness Survey.  Read more >
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2019 Planning for DC Plan Clients
Sponsored message from JP Morgan
Compare your clients’ fees against industry averages
Reducing plan costs is a primary reason why sponsors consider a change in recordkeepers. Address your clients’ cost concerns with a J.P. Morgan 401(k) analysis comparing their current fees with industry averages. Read more >
More Actions Needed to Secure Financial Future for Those Retired and Not
The 2018 Retirement in America Survey from First National Bank of Omaha found 69% of people not yet retired have not calculated how much money they will need for retirement, while debt is plaguing retirees. Read more >
MassMutual Augments Support for Small Business Plans
The firm has revamped its Aviator 401(k) program, now adding simplified investment lineups, affordable pricing, and fiduciary support services to their offerings.  Read more >
Market Mirror
Wednesday, the Dow plunged 831.83 points (3.15%) to 25,598.74, the NASDAQ dove 315.97 points (4.08%) to 7,422.05, and the S&P 500 fell 94.66 points (3.29%) to 2,785.68. The Russell 2000 lost 46.45 points (2.86%) to finish at 1,575.41, and the Wilshire 5000 plummeted 967.43 points (3.25%) to 28,767.48. The price of the 10-year Treasury note was up 4/32, decreasing its yield to 3.192%. The price of the 30-year Treasury bond was down 4/32, increasing its yield to 3.375%.

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

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

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