Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 5th, 2018
Settlement Proposed in BB&T ERISA Self-Dealing Litigation
The case has been vigorously litigated for over three years; now, just weeks ahead of a scheduled trial, negotiations between the parties have delivered a resolution, pending a judge’s approval. Read more >
First Deadline Looming for SEC Electronic Disclosure Compliance
When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period that starts in January. Read more >
Many Retirees Spending More Than They Expected
Thirty-nine percent of retirees are spending more than they had expected, according to the “Global Atlantic Retirement Spending Study: Perception vs. Reality.” Forty-nine percent of pre-retirees believe planning for retirement is more difficult for them than it was for their parents. Read more >
Employee Knowledge Levels Indicate Need for Financial Wellness Education
Employees expressed concerns about budgeting, health care and emergency funds, and low levels of knowledge about financial and retirement topics were reported. 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
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The Happiness Formula
Leveraging our Global Retirement Reality Report data, we are examining what makes for retirement happiness. Read more >
2018 PLANADVISER Retirement Plan Adviser Survey
The 2018 PLANADVISER Retirement Plan Adviser Survey, our 12th such survey, delves into the many factors that advisers consider when selecting these providers. It also reveals what companies they most like to work with and have found to excel in various subcategories of services. Read more >
Bristol-Myers Squibb to Terminate $3.8 Billion Pension
It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life. Read more >
Market Mirror
Tuesday, the Dow dropped 799.36 points (3.10%) to 25,027.07, the NASDAQ plunged 283.09 points (3.80%) to 7,158.43, and the S&P 500 lost 90.30 points (3.24%) to finish at 2,700.07. The Russell 2000 plummeted 68.21 points (4.40%) to 1,480.75, and the Wilshire 5000 fell 971.77 points (3.38%) to 27,796.79. The price of the 10-year Treasury note increased 17/32, bringing its yield down to 2.910%. The price of the 30-year Treasury bond climbed 1 24/32, decreasing its yield to 3.164%.

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

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

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