Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 26th, 2019
Ways to Make Default E-Delivery Even More Effective
Recordkeepers and other service providers have submitted generally positive comment letters to the Department of Labor regarding its proposed e-delivery default rule, but they also have some specific suggestions for improving the proposal. Read more >
Schwab and TD Ameritrade Reveal Mega Merger Plan
The all-stock transaction is valued at approximately $26 billion; while subject to various closing conditions, the deal is expected to close successfully by the middle of next year. Read more >
Presidential Elections and Retirement Portfolios
Presidential election cycles have a history of unpredictability, and for that reason alone investors should be cautious about tailoring their portfolios based on the politics of the day. 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 ICMA-RC
Keeping Stable Value Options Stable
15% of participants select a stable value option for their DC plan account if one is made available to them—about twice as many as those participants selecting money market funds—making stable value a significant part of a plan lineup. Read more >
Tactical Glide Paths
More TDF fund managers choose to deviate from a fund’s allocation. 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 >
Market Mirror
Monday, the Dow rose by 190.85 points (0.68%) to reach 28,066.47, the NASDAQ increased by 112.60 points (1.32%) to climb to 8,632.49, and the S&P 500 gained 23.35 points (0.75%) for a 3,133.64 close. The Russell 2000 was up by 32.96 points (2.07%) to close at 1,621.90, and the Wilshire 5000 took on 280.96 additional points (0.89%) to end at 31,960.18. The price of the 10-year Treasury note was up by 1/32, lowering its yield to 1.757%, and the price of the 30-year Treasury bond was up by 5/32, lowering its yield to 2.199%.
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