Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 2nd, 2019
What Advisers Should Know About GDPR
While the GDPR does not directly address U.S. benefit plans, it should be of particular interest to defined contribution plan sponsors and their service providers because they hold personal information for each plan participant. Read more >
Ideas for a QDIA Design That Will Better Serve Participants Ready to Retire
Jason Shapiro notes that some DC plan participants may stay in their plan after retirement and rely on TDFs’ asset allocation for retirement income for possibly 30 years or even more. Read more >
Parties in Invesco Self-Dealing Suit Plan to Settle
The court docket shows that, prior to the Notice of Settlement, the court had granted the plaintiff extended time to file his amended complaint. Read more >
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15th Anniversary of Retirement Plan Adviser of the Year
Sponsored message from Cuna Mutual Retirement Solutions
The Great Wealth Transfer
Generations of Possibilities Read more >
Retirement Industry People Moves
Ascensus to acquire employee benefits consulting firm; Multiple hires and promotions at Mutual of Omaha Retirement Services; and Unified Trust Company adds retirement consultant. Read more >
How Large Asset Managers Are Acting on ESG Issues
Morningstar examines 2019 proxy voting data in the emerging age of ESG. Read more >
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 >
New SEC Advertising Regulations Warrant Caution
The new principles-based approach to advertising regulations may allow advisers to better tell their stories to prospective clients, but it still requires careful recordkeeping and accurate statements. Read more >
Market Mirror
Friday, the Dow lost 112.59 points (0.40%) to finish at 28,051.41, the NASDAQ closed 39.70 points (0.46%) lower at 8,665.47, and the S&P 500 decreased 12.65 points (0.40%) to 3,140.98. The Russell 2000 was down 9.60 points (0.59%) at 1,624.50, and the Wilshire 5000 fell 141.38 points (0.44%) to 32,025.86. The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.782%. The price of the 30-year Treasury bond decreased 24/32, bringing its yield up to 2.202%.   WEEK’S WORTH: For the week ended November 27, the Dow was up 0.63%, the S&P 500 was up 0.99%, and the NASDAQ was up 1.71%. The Russell 2000 gained 2.24% and the Wilshire 5000 increased by 1.09%.
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