Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 12th, 2019
The Great TDF Debate: Prudence vs. Performance
Comparing the “quality” of target-date funds is not a straightforward operation. One must decide how to prioritize performance, risk and many other factors when making a prudent investment decision. Read more >
Full 9th Circuit Okays Panel’s Pro-Arbitration Decision
No judge of the 9th Circuit has requested a vote on a petition for rehearing Dorman vs. Charles Schwab, in which a three-judge panel held ERISA claims may in some cases be forced into arbitration. Read more >
SEC Finds Incomplete and Potentially Misleading Disclosures for Some TDFs
The Securities and Exchange Commission’s Office of Compliance Inspections and Examinations found some concerns related to money market funds and target-date funds. Read more >
2023 PLANADVISER Top Retirement Plan Advisers
2023 PLANADVISER Top Retirement Plan Advisers
Why 529 Education Savings Plans Are More Valuable Than Ever
Retirement Advisers See Increased Scrutiny on Fees, Services
Government Plans Face Unique Challenges With SECURE 2.0 Implementation
Sponsored message from American Century Investments
The Making of a Glide Path
Understanding the Impact of Design Decisions on Retirement Outcomes Read more >
Advocates Say DC Plans Should Be Considered ‘Accredited Investors’
Public markets are shrinking, and more of the wealth generated by the U.S. and global economies is locked in private markets accessible only by the wealthy. Read more >
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 >
Market Mirror
Yesterday, the Dow was up 10.25 points (0.04%) at 27,691.49, the NASDAQ closed 11.04 points (0.13%) lower at 8,464.28, and the S&P 500 decreased 6.07 points (0.20%) to 3,087.01. The Russell 2000 was down 4.09 points (0.26%) at 1,594.77, and the Wilshire 5000 lost 57.40 points (0.18%) to finish at 31,447.63. The bond markets were closed for Veteran’s Day.
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