Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 31st, 2018
Harmonizing Retirement Benefits and Corporate Strategy
Great retirement plans can be found in all industries and geographies, says Mel Hooker at Wells Fargo; what unites them is a sense of purpose and an ability for the employer to see the strategic importance of quality benefits. Read more >
Live Event: The Road to Success in TDF Selection
Methodologies relying on past performance overlook the dramatic influence of market beta in recent years. As a result, we again see the industry turn toward excessive risk-taking. The tremendous increase in the number of participants close to retirement and relying on TDFs means a market correction could be severe. Read more >
Workers in AB Retirement Confidence Survey Cite Desire for Income
Forty-seven percent of U.S. workers are confident about their retirement prospects, up from 32% last year, an AllianceBernstein survey found. This level of confidence is at a 10-year high, the investment management firm says. Read more >
A Retirement Plan’s Default Investment Is Not for Every Employee
The retirement plan sponsor’s choice of a default investment should not reflect the full distribution of employee investor types, but rather those who would select it, a research report suggests. Read more >
‘Secure Act 2.0’ Likely to Become a Reality
10th Circuit Affirms Great-West Fee Suit Dismissal
Scrutinizing TDFs and Considering Balanced Funds
The Future of Health Care—and What It Means for Retirement Planning
Seeing the Bigger QDIA Picture
Sponsored message from PIMCO
Retirement Income: A New Model for Seeking Stable Income
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Institutional Investors Intensify Embrace of ESG Investing
Continuing a trend that began in 2012, ESG criteria related to climate change and carbon emissions remained the most important environmental issue for institutions surveyed by U.S. SIF. Read more >
Pre-retirees Say Social Security and Pensions Will Not Fund Retirement
Instead, workers will source funding from their 401(k), IRA or other savings vehicles.  Read more >
Vanguard Provides Checklist for Evaluating TDFs
Evaluation and review are critical to plan sponsor’s due diligence process as a plan fiduciary when selecting and monitoring target-date funds, Vanguard says. Read more >
Market Mirror
Tuesday, the Dow gained 431.72 points (1.77%) to finish at 24,874.64, the NASDAQ closed 111.36 points (1.58%) higher at 7,161.65, and the S&P 500 increased 41.38 points (1.57%) to 2,682.63. The Russell 2000 was up 29.33 points (1.99%) at 1,506.64, and the Wilshire 5000 climbed 441.57 points (1.62%) to 27,669.64. The price of the 10-year Treasury note was down 9/32, increasing its yield to 3.119%. The price of the 30-year Treasury bond decreased 14/32, bringing its yield up to 3.357%.
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