Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 1st, 2018

A Commanding View

Two of the most important decisions that retirement plan advisers help make for a plan sponsor client are the selection of investments and the choice of the recordkeeper. The 2018 PLANADVISER Retirement Plan Adviser Survey, our 12th such survey, delves into the many factors that advisers consider when selecting providers. It also reveals what companies they most like to work with and have found to excel in various subcategories of services. Read more >
Advisers Delay Acting on SEC’s Best Interest Proposals
Advisers are exactly evenly split on their opinions about the impact the best interest proposals will have on their business, with 33% saying it will be positive and 33% saying it will be negative. Read more >
Putnam to Seek Supreme Court Input on Burden of Proof
Putnam Investments has asked for a stay in a case accusing it of self-dealing in its 401(k) plan so it can petition the U.S. Supreme Court regarding whether a plaintiff or an accused fiduciary has the burden of proving whether or not an ERISA fiduciary breach caused a loss. Read more >
ESOPs Can Boost Company Performance and Participant Savings
For the third year in a row, respondent companies to the ESOP Association’s annual survey saw profits rise more than revenue, and a more than half of companies contributed more to their ESOPs than the average 401(k) match. Read more >
Live Event: Are you investing like it’s 2009?
Invesco’s Global Solutions Team has found that many DC plans are positioned for bull markets and low volatility, and are exposed to the risk of higher volatility and early cycle downturns. 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
Sponsored message from JP Morgan
Powered by participants
97% of clients agree J.P. Morgan Retirement Link takes a proactive approach in helping participants reach their goals. Through our strategic business planning process, our relationship managers work to simplify the complex and empower better decisions. Source: Chatham Partners Satisfaction Survey, 2017. LEARN MORE ABOUT RETIREMENT LINK > Read more >
J.P. Morgan Offers 2019 to 2029 Capital Market Assumptions
If they do not embrace immigration in a big way, developed economies are likely to run into labor shortages that will curtail their growth potential; emerging markets will likely benefit from demographic trends. Read more >
UBS Creates Program to Help Advisers Serve Small Plans
Retirement Plan Manager is aimed at helping advisers serve plans with less than $5 million in assets. Read more >
Market Mirror
Wednesday, the Dow gained 241.12 points (0.97%) to finish at 25,115.76, the NASDAQ closed 144.25 points (2.01%) higher at 7,305.90, and the S&P 500 increased 29.11 points (1.09%) to 2,711.74. The Russell 2000 was up 4.78 points (0.32%) at 1,511.41, and the Wilshire 5000 climbed 311.25 points (1.12%) to 27,980.90. The price of the 10-year Treasury note was down 7/32, increasing its yield to 3.148%. The price of the 30-year Treasury note decreased 17/32, bringing its yield up to 3.393%.

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

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

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