Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 23rd, 2018
DOL Seeks to Expand Access to Open MEPs, or ‘Association Retirement Plans’
The DOL has published a set of proposed regulations under Title 29 of the Code of Federal Regulations to expand access to retirement saving options by clarifying the circumstances under which an employer group, association, or professional employer organization may sponsor a workplace retirement plan. Read more >
Institutional Investors Seek ESG Opportunities via Fixed-Income Vehicles
On the equity side, generally speaking, investors can choose from a large universe of unique stock issuers, but at the same time the instruments they can invest in to get exposure to these companies are quite limited. Usually it is one share class or possibly two. On the fixed-income side, essentially the inverse is true. Read more >
Five Keys to Growing Smartly
As your independent advisory firm grows, keep in mind these strategies for building out a team. Read more >
Advisers Optimistic About Future Prospects
Eighty percent say that they have experienced significant gains in gross income in the past few years. While many said the growth was due to market gains, 50% said it was due to growth in the number of clients they serve. As a whole, advisers say their client base grew 22% in the past two years. Read more >
MOST READ ARTICLES
1
Half of Households Likely to Face a Retirement Shortfall
2
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
3
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
4
Average Age Americans Plan to Retire Is 62
5
High-Net-Worth Individuals Would Like to Use RMDs to Offset Taxes
Sponsored message from MetLife
Stable value gives employees a stronger capital preservation option
90% of advisors very often recommend stable value 83% of plan sponsors find stable value more attractive than money market. Watch the videos for more insights in the 2017 MetLife Stable Value Study. Read more >
Disclosure Changes Coming for DB Plan Clients
Amendments in the update are effective for fiscal years ending after December 15, 2020, for public business entities and for fiscal years ending after December 15, 2021, for all other entities. Read more >
Advisers See Increased Interest in SRI
Seventy-nine percent are incorporating socially responsible investing into their practices, according to an Eaton Vance survey. Read more >
Guaranteed Income, Shoring Up Social Security Suggestions for Improving U.S. Retirement System
This year, the U.S. scored a 58.8 overall in the Melbourne Mercer Global Pension Index, up from 57.8 in 2017.says the slight increase in the U.S.’s score was due to a number of small changes in the adequacy sub-index.  Read more >
Market Mirror
Yesterday, the Dow lost 126.93 points (0.50%) to finish at 25,317.41, the NASDAQ increased 19.60 points (0.26%) to 7,468.63, and the S&P 500 closed 11.90 points (0.43%) lower at 2,755.88. The Russell 2000 was down 2.54 points (0.16%) at 1,539.50, and the Wilshire 5000 decreased 115.94 points (0.41%) to 28,447.55. The price of the 10-year Treasury note was down 1/32, increasing its yield to 3.199%. The price of the 30-year Treasury bond decreased 7/32, bringing its yield up to 3.390%.

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

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

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