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 >