Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 20th, 2019
Peragine and Biondo Join Hub
The global insurance firm continues to grow its stable of retirement plan specialists with the addition of two New York-based advisers. Read more >
2019 Was Big for the SEC. 2020 Will Be Huge.
In addition to the ambitious Regulation Best Interest package, the securities and market regulator is making significant changes to the proxy voting landscape and its rules for adviser advertising. Read more >
Information Copies of the 2019 Form 5500 Published
The associated instructions have also been updated to reflect, among other changes, an increase to $2,194 per day in the maximum civil penalty amount assessable under ERISA Section 502(c)(2). Read more >
Ways to Help Sponsors Simplify Year-End Plan Administration
Advisers can guide their sponsor clients towards the assistance that TPAs and recordkeepers can provide. Read more >
MOST READ ARTICLES
1
Inheritance Pathways Exist to Replace Stretch IRAs
2
Washington Update: Industry Turns Attention to Portman-Cardin Bill
3
FINRA Wants to Help You With Reg BI Compliance
4
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
5
CAPTRUST Acquires Fountain Financial Associates
Sponsored message from Transamerica
Discover the value of workplace wellness.
Learn how with our WorkplaceWealth + Health℠Toolkit.  Read more >
With New ‘Sensible Fees,’ Westwood Seeks Active Fund Disruption
According to the firm, “Sensible Fees” funds will enable investors to pay a low index or ETF-like base fee—only seeing a higher active management fee when fund performance objectives exceed the benchmark. Read more >
2019 PLANADVISER Retirement Plan Adviser Survey
The 2019 PLANADVISER Retirement Plan Adviser Survey, our 12th such survey, explores the many factors that advisers consider when selecting investments and recordkeepers. It also reveals which companies they like to work with and think excel in services. Read more >
Sponsored message from T. Rowe Price
It’s Time to Get Serious About Retirement Income Solutions
Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets. Read more >
An IPS ‘Sets’ The Standard
I’m new as an adviser, and while I’ve read that an investment policy statement, or “IPS,” isn’t required under ERISA, it seems like many of our clients have them. What do I need to know about them? Read more >
Market Mirror
Tuesday, the Dow lost 102.20 points (0.36%) to finish at 27,934.02, the NASDAQ closed 20.72 points (0.24%) higher at 8,570.66, and the S&P 500 slipped 1.85 points (0.06%) to 3,120.18. The Russell 2000 increased 5.95 points (0.37%) to 1,598.29, and the Wilshire 5000 was up 8.71 points (0.03%) at 31,769.20. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.784%. The price of the 30-year Treasury bond increased 11/32, bringing its yield down to 2.252%.
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