Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 22nd, 2019

Advisers as Hybrid W-2 and 1099 Employees

Questions about compensation lie at the heart of advisers’ decisions about independence, practice ownership and opportunities for affiliation. Read more >
Parties in Lawsuit Against Allina Health System Agree to Settle
The lawsuit accused Allina Health System defendants of allowing one provider free-reign to add funds to Allina’s 403(b) and 401(k) plans, and of failing to monitor investment service providers. Read more >
Principal and Wells Fargo Make Technology Integration Progress
“These digital and service model investments support our efforts to bring the best from both organizations to provide unparalleled value to participants, clients, advisers and consultants,” says Renee Shaaf at Principal. Read more >
The Price Tag of Financial Stress
According to new John Hancock research, financial stress has major impact on organizations, costing more than an estimated $1,900 per year, per employee. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Retirement Advisers Increasingly Want PEP Option in Toolbox
With SECURE 2.0, the Cash Balance DB Plan May Be Back
A Reminder to Avoid Fraudulent Hardship Withdrawals
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Sponsored message from T. Rowe Price
It’s Time to Get Serious About Retirement Income Solutions
Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets. Read more >
Guaranteed Income Is Important
Advisers fail to realize the topic should be addressed. Read more >
Now Who Is a Fiduciary?
How the SEC’s best interest rule could affect plans, IRAs. Read more >
Market Mirror
Yesterday, the Dow was up 57.44 points (0.21%) at 26,827.64, the NASDAQ gained 73.44 points (0.01%) to finish at 8,162.99, and the S&P 500 increased 20.52 points (0.69%) to 3,006.72. The Russell 2000 climbed 14.66 points (0.95%) to 1,550.14, and the Wilshire 5000 closed 217.30 points (0.71%) higher at 30,650.03. The price of the 10-year Treasury note was down 5/32, increasing its yield to 1.805%. The price of the 30-year Treasury bond decreased 9/32, bringing its yield up to 2.294%.
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