Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 24th, 2019
Slower Quarter for Adviser M&A, But Record Year Remains Likely
Deal volume and value eased during the third quarter after an “unprecedented” first half of 2019. Read more >
An Array of Models
For advisers assessing their own practice’s future—perhaps for succession planning or to stay profitable against larger and better-resourced competitors—the M&A landscape can seem quite daunting. Read more >
Correlating Market Share and Quality in the TDF Marketplace
The largest funds tend to have the highest ratings from objective third parties, while the smallest funds generally fail to receive positive marks. Read more >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Industry People Moves
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Through the ‘Window’
“There’s typically a group of participants who can’t live without a certain fund or, less often, things such as direct real estate, or timber and logging vehicles,” says Julie Stapel, a partner in the Chicago office of law firm Morgan Lewis & Bockius LLP. Read more >
2019 PLANADVISER Micro Plan Survey
While micro plans are pretty much in lockstep with larger plans when it comes to reviewing fund performance (94% do so vs. 96% of all plans) and offering plan investment selection guidance (91% vs. 93%), there are several areas where the micro plans fell short. Read more >
Market Mirror
Wednesday, the Dow increased 45.85 points (0.17%) to 26, 833.95, the NASDAQ closed 15.50 points (0.19%) higher at 8,119.79, and the S&P 500 climbed 8.53 points (0.28%) to 3,004.52. The Russell 2000 was up 1.99 points (0.13%) at 1,552.86, and the Wilshire 5000 gained 78.01 points (0.26%) to finish at 30,622.81. The yield on the 10-year Treasury note was 1.767%, and the yield on the 30-year Treasury bond was 2.256%.
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