Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 4th, 2019

Advisers Giving Back: Innovest’s Culture of Compassion

Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition. Read more >
Massachusetts Steps Closer to Stricter, Uniform Fiduciary Standard
Supporters of the Massachusetts proposal say the state-based regulations will be far more effective in tamping down on brokerage industry conflicts of interest compared with the national Regulation Best Interest. Read more >
Boomer and Millennial Advisers Can Learn From Each Other
Just as Boomers can take a page from Millennials’ playbook, by adopting AI, robo-advice solutions and other technology, Millennials can follow the lead of more experienced advisers, by not losing sight of the human connection, building strong one-on-one relationships and working with their clients’ family and children to build a more profitable practice. 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 Transamerica
Discover the value of workplace wellness.
Learn how with our Workplace Wealth + Health℠ Toolkit. Read more >
John Hancock Reveals Stable Value Guaranteed Income Fund
The Stable Value Guaranteed Income Fund can be a valuable option for the conservative portion of anyone’s portfolio, says Patrick Murphy, CEO, John Hancock Retirement. Read more >
Sponsored message from T. Rowe Price
It’s Time to Get Serious About Retirement Income Solutions
Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets. 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
Tuesday, the Dow fell 280.23 points (1.01%) to 27,502.81, the NASDAQ closed 47.34 points (0.55%) lower at 8,520.64, and the S&P 500 decreased 20.67 points (0.66%) to 3,093.20. The Russell 2000 was down 4.95 points (0.31%) at 1,602.63, and the Wilshire 5000 lost 194.58 points (0.61%) to finish at 31,540.84. The price of the 10-year Treasury note increased 32/32, bringing its yield down to 1.715%. The price of the 30-year Treasury bond climbed 2 4/32, decreasing its yield to 2.162%.
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