Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 10th, 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 >
The Health Savings Alphabet
It is common today for employers to offer wellness programs that cover not only financial well-being but health well-being, too. Retirement plan advisers, therefore, need to expand their knowledge, experts say. They must be able to explain the various means by which participants can save to pay for health care. Read more >
Is Fixed Income Working?
For older participants, advisers should find investments that avoid volatility. Read more >
Advocates Say DC Plans Should Be Considered ‘Accredited Investors’
Public markets are shrinking, and more of the wealth generated by the U.S. and global economies is locked in private markets accessible only by the wealthy. Read more >
MOST READ ARTICLES
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15th Anniversary of Retirement Plan Adviser of the Year
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Inheritance Pathways Exist to Replace Stretch IRAs
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Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
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‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
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Weighing 403(b)s versus 401(k)s for Nonprofits
Sponsored message from Alliance Bernstein
Lifetime Income: More Certainty and Controlfor Participants in Retirement
Modern offerings provide more options for plans. Read more >
DIAs as a 401(k) Default
Very few defined contribution retirement plans in the U.S. today pay out lifetime income streams—a scarcity that leaves many retirees at the risk of running out of money. Read more >
2019 PLANADVISER Recordkeeper Services Survey
Recordkeepers’ consistent evolution has led them to offer a wide range of investments, technology and servicing options today. Read more >
Market Mirror
Yesterday, the Dow fell 105.46 points (0.38%) to 27,909.60, the NASDAQ closed 34.70 points (0.40%) lower at 8,621.83, and the S&P 500 decreased 9.95 points (0.32%) to 3,135.96. The Russell 2000 was down 4.22 points (0.26%) at 1,629.62, and the Wilshire 5000 lost 89.80 points (0.28%) to finish at 31,949.18. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.826%. The price of the 30-year Treasury bond increased 4/32, bringing its yield down to 2.266%.
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