Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 29th, 2018
Maximum Benefit and Contribution Limits Table 2019
A review of the maximum benefit/contribution limits for 2009 through 2019. Read more >
Association Sues New York DFS Over Best Interest Standard
Among other things, the National Association of Insurance and Financial Advisors for New York State alleges the Department of Financial Services (DFS) exceeded its permissible executive-branch authority by promulgating Regulation 187 without constitutional or statutory authority. Read more >
Individuals Not Effectively Preparing for Retirement-Related Risks
For example, the Society of Actuaries found all generations are highly concerned with having enough money to pay for health care in retirement, however, saving for the future medical costs is only a high priority for 36% of respondents.  Read more >
Nationwide Emphasizes Dual Role of Saving and Debt Reduction
By talking about the power of compounding and emphasizing the importance of investing at the same time one is paying down debt, advisers can inspire younger clients to save more and save earlier.   Read more >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Industry People Moves
Sponsored message from Ascensus
Why Small Business Could Mean Big Business
Advisers angling for new business might rethink their need to hook a whale. The small plan market is now rife with opportunity. David Musto, president of Ascensus, discusses how to seize this opportunity. Read more >
Americans Favor Workplace Benefits Over Extra Salary
Eighty percent of Americans would favor a job that offered high-quality workplace benefits over one that paid 30% more salary but no benefits, the American Institute of CPAs learned in a survey of 2,026 adults. Only 20% would prefer the job with the higher salary but no benefits. Read more >
Ameritas Launches New Retirement Plan Platform
It offers a comprehensive array of tools to help advisers serve retirement plan sponsors. Read more >
Consumers Underestimate Health Care Costs in Retirement
Consumers are greatly underestimating how much money they will need to cover health care costs in retirement, according to a survey by HSA Bank. Sixty-seven percent think they will need less than $100,000. Read more >
Market Mirror
Wednesday, the Dow climbed 617.70 points (2.50%) to 25,366.43, the NASDAQ gained 208.89 points (2.95%) to 7,291.59, and the S&P 500 closed 61.61 points (2.30%) higher at 2,743.78. The Russell 2000 increased 37.53 points (2.51%) to 1,530.38, and the Wilshire 5000 surged 648.27 points (2.34%) to 28,293.19. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 3.059%. The price of the 30-year Treasury bond fell 16/32, bringing its yield up to 3.344%.
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