Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 19th, 2019

Being Realistic About Longevity

Wells Fargo’s data suggests about two-thirds of participants say they are concerned about running out of money in retirement. As more people are thinking realistically about their lifespans, more are asking themselves how they can ensure their future financial wellness. Read more >
Sutherland Global Services Accused of ERISA Fiduciary Breaches
A wide-ranging ERISA fiduciary breach complaint suggests the firm failed to adequately monitor fees and permitted unnecessary, excess fees on the investment menu. Read more >
The Importance of Equity Compensation in a Retirement Portfolio
Many workers view equity compensation plans as a way to build significant wealth; experts say it is important to have a mix of taxed and tax-deferred savings. Read more >
Next Generation Producers
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 >
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Sponsored message from T. Rowe Price
What DC Plan Sponsors Prefer Retiring Participants Do and Why It Matters.
Click to find out more about post retirement thinking. Read more >
Is Fixed Income Working?
For older participants, advisers should find investments that avoid volatility. Read more >
Issues That Trigger a TDF Lawsuit
Target-date funds (TDFs) were created, in part, to be a safe investment in 401(k) plans. But recently, a wave of lawsuits has crashed against some of those funds. Read more >
Market Mirror
Yesterday, the Dow gained 31.33 points (0.11%) to finish at 28,036.22, the NASDAQ closed 9.11 points (0.11%) higher at 8,549.94, and the S&P 500 increased 1.57 points (0.05%) to 3,122.03. The Russell 2000 was down 4.11 points (0.26%) at 1,592.34, and the Wilshire 5000 was up 8.67 points (0.03%) at 31,760.55. The price of the 10-year Treasury note increased 2/32, bringing its yield down to 1.814%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.297%.
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