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Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR

October 16th, 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 know of a great plan adviser or plan adviser team, please help us recognize the best in the business by making a nomination. Your best plan sponsor clients can also be nominated for an award. Read more >

The SEC’s Standard on IRA Rollovers

I’m an investment adviser who provides ongoing advisory services to individuals. In many instances, I advise clients about IRA rollovers. Under rules of the Securities and Exchange Commission, what standard of conduct applies to this IRA rollover advice? Read more >

401(k) Investors Continue to Flee Equities

The third quarter marked the seventh consecutive quarter that 401(k) participants have moved their money from equities into fixed income, according to Alight. Read more >

Sponsors Seek Low-Cost TDFs

Morningstar says assets in target-date strategies totaled more than $1.7 trillion at the end of 2018, with $1.1 trillion in mutual funds and approximately $660 billion in CITs. Read more >

MOST READ ARTICLES

15th Anniversary of Retirement Plan Adviser of the Year

Inheritance Pathways Exist to Replace Stretch IRAs

Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge

‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act

Weighing 403(b)s versus 401(k)s for Nonprofits

Sponsored message from John Hancock Retirement

The Value of a TPA

Every year, the day after the Form 5500 filings deadline, John Hancock declares an annual day of recognition for third-party administrators (TPAs). The prime reason for National TPA Day® is to show appreciation for the role TPAs play in the retirement marketplace. Read more >

Inspirational Financial Wellness

To succeed, these programs must prompt workers to take action. Read more >

2019 PLANADVISER Recordkeeper Services Survey

Recordkeepers’ consistent evolution has led them to offer a wide range of investments, technology and servicing options today. Read more >

Market Mirror

Tuesday, the Dow was up 237.44 points (0.89%) at 27,024.80, the NASDAQ climbed 100.06 points (1.24%) to 8,148.71, and the S&P 500 closed 29.53 points (1.00%) higher at 2,995.68. The Russell 2000 gained 17.87 points (1.19%) to finish at 1,523.30, and the Wilshire 5000 increased 298.54 points (0.99%) to 30,524.24. The price of the 10-year Treasury note decreased 25/32, bringing its yield up to 1.769%. The price of the 30-year Treasury bond fell 29/32, increasing its yield to 2.229%.

Strategic Insight was recently acquired by ISS. Learn more.

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