Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 15th, 2019

2020 Adviser of the Year Nominations Deadline Is Approaching!

The deadline for the 2020 Plan Adviser and Adviser Team of the Year award nominations is October 18. If you work with or for, or know of, a great plan sponsor, plan adviser or plan adviser team, please help us recognize the best in the business by making a nomination.   Read more >
Broadridge Acquisition of Fi360 Underlines RIA Fiduciary Evolution
Leading up to its own acquisition by the larger Broadridge organization, Fi360 had been actively acquiring other fiduciary solutions firms, aiming to build a comprehensive suite of RIA services. Read more >
Retirement Plan Cybersecurity the Issue in a New Lawsuit
A retirement plan participant who had $99,000 stolen from her account has sued the plan sponsor and plan providers. Read more >
From the Data Mine
Americans claim that if they were to fall victim to elder financial abuse, they would feel comfortable telling friends or family (81%) or a financial professional (80%), but in reality, the overwhelming majority of cases go unreported.  Read more >
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‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
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Weighing 403(b)s versus 401(k)s for Nonprofits
Sponsored message from American Century Investments
The Making of a Glide Path
Understanding the Impact of Design Decisions on Retirement Outcomes Read more >
Willis Towers Watson Outlines DC Plans 3.0
Willis Towers Watson’s Thinking Ahead Institute says defined contribution plan designs and communications will leverage technology to deliver a far more customized experience for participants. Read more >
2020 Adviser of the Year Nominations Deadline Is Approaching!
The deadline for the 2020 Plan Adviser and Adviser Team of the Year award nominations is October 18. Read more >
Market Mirror
Yesterday, the Dow decreased 29.23 points (0.11%) to 26,787.36, the NASDAQ was down 8.39 points (0.10%) at 8,048.65, and the S&P 500 finished 4.12 points (0.14%) lower at 2,966.15. The Russell 2000 slid 6.47 points (0.43%) to 1,505.43, and the Wilshire 5000 lost 52.31 points (0.17%) to finish at 30,225.72. The yield on the 10-year Treasury note is 1.732%. The yield on the 30-year Treasury bond is 2.197%.
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