Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 23rd, 2019
DOL Proposes New Electronic Disclosure Rule
The new rule would offer a safe harbor for sponsors that want to make retirement plan disclosures available on websites. Read more >
DOL, IRS Guidance and Enforcement May Change Under Executive Orders
Two executive orders could lead to more formal guidance and a halt on enforcement without proper guidance in place, attorneys from Groom Law Group explain. Read more >
Hardship Withdrawals Climb 40%
The Bipartisan Budget Act is seen as the catalyst. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from State Street Global Advisors
From Big to All:
Our 5 year target date mutual fund series milestone shows our evolution from institutional to everyone. Read more >
American Academy of Actuaries, SOA Update Longevity Illustrator
Understanding how long they may live opens up important retirement planning discussions with clients. Read more >
As to asset allocation by investment vehicle, the landscape remains stable. Mutual funds again dominate, comprising 60.5% of DCIO assets; 19.5% is in separately managed accounts and 19.5% in collective investment trusts (CITs). Read more >
Cetera Expands Fee-for-Service Payment Model to 401(k) Advice
According to Cetera, fee-for-service payment models that provide the option for a one-time or subscription-based payment allow Cetera advisers to broaden access to an Advice-Centric Experience to more investors nationwide. Read more >
Market Mirror
Tuesday, the Dow was down 39.54 points (0.15%) at 26,788.10, the NASDAQ lost 58.69 points (0.72%) to finish at 8,104.30, and the S&P 500 closed 10.73 points (0.36%) lower at 2,995.99. The Russell 2000 was virtually unchanged at 1,550.87, and the Wilshire 5000 decreased 105.19 points (0.34%) to 30,544.83. The price of the 10-year Treasury note was up 4/32, decreasing its yield to 1.764%. The price of the 30-year Treasury bond increased 8/32, bringing its yield down to 2.257%.
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