Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 28th, 2018
Lame-Duck House Proposal Includes Popular Retirement Reforms
The consensus in early commentary is that the new House proposal appears to closely align with bipartisan legislation with potential majority support in the Senate. Read more >
Advisers Play a Key Role in Estimating Monthly Income in Retirement
Nearly all of those who work with an adviser feel they have prepared themselves well for estimating their monthly income needs in retirement, Voya Financial learned in a survey. Read more >
Self-Directed Millennials Less Likely To Use Advisers
Among participants using an adviser on their self-directed brokerage account in Q3, 45% were Baby Boomers, similar to Gen X; just 8.5% were Millennials, according to Charles Schwab. Read more >
K-12 403(b) Plans Require Unique Recordkeeping Solutions
Because K-12 403(b) plans have mostly stuck with the multiple provider and individual annuity model, different providers must work together to make sure recordkeeping for these plans is done right. Read more >
MOST READ ARTICLES
1
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
2
Edward Jones Self-Dealing ERISA Challenge Leads to $3M Settlement
3
Many Retirees Spending More Than They Expected
4
Pension Plan Glide Paths Need to Evolve
5
ERISA Litigators Reflect on Lessons Learned in 2018
Sponsored message from American Century Investments
Target-Date Risk Dashboard
Learn about a forward-looking, custom solution to target-date fund evaluation and selection. Read more >
Ups, Downs of Balanced Funds
Balanced funds have the simplest implementation of all QDIA options, as the plan sponsor can default all participants into the same fund. Moreover, they do not require the consideration of age or potential retirement date as do target-date funds, or additional data points as do managed accounts. Read more >
Appropriate Benchmarking
The importance of appropriate benchmarking was recently noted by the Court of Appeals for the 8th Circuit in Meiners v. Wells FargoRead more >
Market Mirror
Tuesday, the Dow gained 108.49 points (0.44%) to finish at 24,748.73, the NASDAQ was virtually unchanged at 7,082.70, and the S&P 500 increased 8.75 points (0.33%) to 2,682.20. The Russell 2000 closed 13.10 points (0.87%) lower at 1,492.86, and the Wilshire 5000 was up 26.12 points (0.09%) at 27,644.92. The price of the 10-year Treasury note was virtually unchanged, with its yield at 3.058%. The price of the 30-year Treasury bond was down 2/32, increasing its yield to 3.315%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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