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 >
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
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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%.

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

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

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