Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 7th, 2019
New Tactics Needed for a Low-Rate World
Investors must rethink “safe havens” in their portfolio now that bonds simply can’t offer the same combination of portfolio protection and positive income. Read more >
State Insurance Regulators Seeking Harmony with Reg BI
The National Association of Insurance Commissioners is seeking to update its rules and restrictions on the sales of annuities so they better harmonize with the SEC’s Regulation Best Interest. Read more >
2020 Contribution and Benefit Limits Announced
The limit on deferrals to 401(k), 403(b) and most 457 plans has been increased by $500. Read more >
MOST READ ARTICLES
1
15th Anniversary of Retirement Plan Adviser of the Year
2
Inheritance Pathways Exist to Replace Stretch IRAs
3
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
4
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
5
Weighing 403(b)s versus 401(k)s for Nonprofits
Sponsored message from Cuna Mutual Retirement Solutions
The Great Wealth Transfer
Generations of Possibilities Read more >
SEC Issues Proxy Guidance
Notably, the release states, an adviser should consider whether to apply a uniform proxy voting policy to every client, or to tailor the policy to the client or groups of clients. The answer to this question will largely depend on the extent to which he has agreed with each client to provide proxy voting services and whether his clients all have the same investment strategies or objectives. 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 >
Market Mirror
Wednesday, the Dow was virtually unchanged at 27,492.56, the NASDAQ decreased 24.05 points (0.29%) to 8,410.63, and the S&P 500 was up 2.16 points (0.07%) at 3,076.78. The Russell 2000 closed 10.07 points (0.63%) lower at 1,589.54, and the Wilshire 5000 was down 19.10 points (0.06%) at 31,332.44. The price of the 10-year Treasury note increased 26/32, bringing its yield down to 1.820%. The price of the 30-year Treasury bond was up 7/32, decreasing its yield to 2.307%.
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