Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 11th, 2019

Crafting Annuity Confidence and Clarity Is Hard Work

One passionate analyst says the highly nuanced annuity marketplace does not receive sufficiently careful attention from either the financial services media or potential consumers. Read more >
Addressing Profitability
When plans are no longer cost-effective, there are actions advisers can take. Read more >
Limited 529 Plan Knowledge Holds Savers (and Advisers) Back
Educating people about the plans is important, as a recent Edward Jones survey found that only 29% of Americans know what the purpose of these plans are. Read more >
Micro Plans Under the Microscope
The 2019 PLANADVISER Micro Plan Survey breaks down the types of DC plans offered by small employers across different economic sectors. Also examined is the use of advisers among micro plans, the services provided by those advisers, their fiduciary status, and more. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Ready for PTE 2020-02 July 1 Enforcement?
Olin Corp. Soundly Defeats ERISA Lawsuit
Retirement Industry People Moves
Significant Retirement Bill Moves Forward in Senate
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 >
ABG Updates Plan Contributions Limits App
The updated ABG Plan Limits app is now available for free in Apple’s App Store and Google’s Play Store. Read more >
Preventing Financial Abuse of Aging Clients
Retirement plan advisers do more than help shape their retired clients’ finances; they can and indeed must play a part in making sure their clients are treated equitably. Read more >
Market Mirror
Tuesday, the Dow closed 27.88 points (0.10%) lower at 27,881.72, the NASDAQ was down 5.64 points (0.07%) at 8,616.18, and the S&P 500 decreased 3.44 points (0.11%) to 3,132.52. The Russell 2000 was up 2.10 points (0.13%) at 1,631.71, and the Wilshire 5000 finished 27.25 points (0.09%) lower at 31,921.95. The prices of the 10-year Treasury note and the 30-year Treasury bond were each down 2/32, increasing their yields to 1.839% and 2.266%, respectively.
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