Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 30th, 2019

Preventing Financial Abuse of Aging Clients

Retirement plan advisers do more than help shape their retired clients’ finances; they can and indeed must play a part in making sure their clients are treated equitably. Read more >
$18.1M ERISA Lawsuit Settlement Price Tag for MIT
In addition to the sizable monetary settlement, the defense has agreed to certain changes in the way it pays for recordkeeping and administrative services—though MIT in the end admits no wrongdoing or further liability. Read more >
DIAs as a 401(k) Default
Very few defined contribution (DC) retirement plans in the U.S. today pay out lifetime income streams—a scarcity that leaves many retirees at the risk of running out of money. Read more >
Class Certification
Sometimes a plaintiff can file breach of duty claims directly. Read more >
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Experts Predict Major Growth in Retirement Coverage, Benefits
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Why 529 Education Savings Plans Are More Valuable Than Ever
Sponsored message from Transamerica
Show plan participants how to redefine retirement
* Read more >
They Should Take It With Them
Auto-portability can dramatically effect workers’ savings when the person moves from job to job. Read more >
Millennials Risk Savings So They Can Buy Their First Home
Though some might say they’re trading one good investment for another. Read more >
Market Mirror
Tuesday, the Dow slipped 19.26 points (0.07%) to 27,071.46, the NASDAQ closed 49.14 points (0.59%) lower at 8,276.85, and the S&P 500 was down 2.53 points (0.08%) at 3,036.89. The Russell 2000 was up 5.14 points (0.33%) at 1,577.07, and the Wilshire 5000 decreased 30.51 points (0.10%) to 30,978.76. The prices of the 10-year Treasury note and 30-year Treasury bond both were up 1/32, decreasing their yields to 1.836%, and 2.333%, respectively.
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2023 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850