Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 15th, 2018
Informational Copies of 2018 Form 5500 Available
The “Changes to Note” section of the 2018 instructions highlights important modifications to the Form 5500 and Form 5500-SF and their schedules and instructions. Read more >
ERISA Litigation Insights From LexisNexis
Some 83,000 lawsuits have been filed under the Employee Retirement Income Security Act in federal district court since 2009, according to Lex Machina, a LexisNexis company; fewer than 2% of cases proceed to trial. Read more >
What Would Encourage More ERISA Plans to Use ESG Investments?
Data shared by Natixis Investment Managers shows managers of corporate and public pension funds, foundations, endowments, insurance funds and sovereign wealth funds are embracing greater use of ESG investing programs. However, the research shows 45% of institutional investors feel it is difficult to measure and understand financial versus non-financial performance considerations. Read more >
Financial Wellness Programs Have Measurable Impact on Retirement Readiness
For a company with 50,000 employees, this could lead to a savings of $65 million to $97 million a year, Financial Finesse found. Read more >
Experts Predict Major Growth in Retirement Coverage, Benefits
Why 529 Education Savings Plans Are More Valuable Than Ever
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Biden’s First Veto Keeps DOL’s ESG Rule in Place
A Reminder to Avoid Fraudulent Hardship Withdrawals
Average Age Americans Plan to Retire Is 62
However, only 56% of people have calculated how much income they need to retire, MassMutual learned in a survey. Read more >
RightCapital, Commonwealth Partner on Financial Planning
RightCapital’s financial planning tool will integrate seamlessly into Commonwealth’s flagship system, Client360. Read more >
Market Mirror
Wednesday, the Dow fell 205.99 points (0.81%) to 25,080.50, the NASDAQ lost 64.48 points (0.90%) to finish at 7,136.39, and the S&P 500 closed 20.60 points (0.76%) lower at 2,701.58. The Russell 2000 decreased 12.30 points (0.81%) to 1,502.51, and the Wilshire 5000 shed 207.41 points (0.74%) to close at 27,853.78. The price of the 10-year Treasury note increased 6/32, bringing its yield down to 3.122%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 3.360%.
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