Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 31st, 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 >
Big Providers Focused on Retirement Income—Just Not Annuities
To guarantee or not to guarantee? For some of the leading recordkeepers and investment managers, that’s not a question they necessarily want to answer. Read more >
CenturyLink’s Investment Management Company Faces ERISA Claim
On the third try in a lawsuit against CenturyLink and its investment management company, a judge has recommended all but one claim by participants in the firm’s Dollars & Sense 401(k) Plan be dismissed. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Complying With the Custody Rule and the New Custody Proposal
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Sponsored message from ICMA-RC
Keeping Stable Value Options Stable
15% of participants select a stable value option for their DC plan account if one is made available to them—about twice as many as those participants selecting money market funds—making stable value a significant part of a plan lineup. Read more >
The Next Generation of Producers Is Here
Scott Slater, vice president of practice management and consulting for Fidelity Clearing and Custody Solutions, says the average age of advisers has always been an interesting and evolving topic. Read more >
Sponsored message from Cuna Mutual Retirement Solutions
The Great Wealth Transfer
Generations of Possibilities Read more >
A Fiduciary Duty for RIAs
Participants need to know about making rollover decisions in their own best interest. Read more >
Market Mirror
Wednesday, the Dow gained 115.27 points (0.43%) to finish at 27,186.69, the NASDAQ closed 27.12 points (0.33%) higher at 8,303.98, and the S&P 500 increased 9.88 points (0.33%) to 3,046.77. The Russell 2000 was down 4.23 points (0.27%) at 1,572.85, and the Wilshire 5000 was up 84.24 points (0.27%) at 31,063.00. The price of the 10-year Treasury note was up 6/32, decreasing its yield to 1.776%. The price of the 30-year Treasury bond increased 1 6/32, bringing its yield down to 2.261%.
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