Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 17th, 2018

Pension Plan Glide Paths Need to Evolve

Defined benefit plan sponsors need to revisit the glide path of their pension plan at least once a year to ensure that, as its funding status improves or deteriorates, the plan’s exposure to both risk (equities) and hedges (fixed income) are commensurate to where it is on the funding status spectrum, experts say. Generally speaking, as a pension plan’s funding status improves, it will decrease its risk exposure and increase its hedging positions. Read more >
Advisers, Providers and Sponsors View In-Plan Income Differently
According to Cerulli research, the various parties involved in the implementation of an in-plan retirement income solution are often not on the same page about basic terminology and definitions. Read more >
Charles Schwab Equity and Bond CIOs Don’t See Likely Recession
Omar Aguilar and Brett Wander agree that global growth is likely to slow some in 2019 and that volatility will persist as liquidity decreases, but they contest the idea that downturn is on the horizon. Read more >
Retirement Industry People Moves
Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more Read more >
2018 PLANADVISER National Conference
Pathways to plan, participant and practice success Read more >
IRIC Expects Retirement Income Focus Throughout 2019
DC plans are well positioned to significantly add to American’s financial security by adopting retirement income solutions that are currently available in the market today. Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Experts Predict Major Growth in Retirement Coverage, Benefits
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from Lincoln Financial Group
Introducing Lincoln WellnessPATH℠
Give your employees a clear path toward financial wellness with WellnessPATH℠ from Lincoln. A tool that provides a personalized score and actionable results so they can be more financially confident. Read more >
Segal Group Offers Calendars to Help Retirement Plan Sponsors With Compliance
The firm has published 2019 Reporting & Disclosure Calendars for multiemployer and single employer benefit plans. Read more >
2018 PLANADVISER Practice Benchmarking Survey
Our definitive annual report on how retirement plan advisers run their practices, particularly with respect to recommending funds, providing individual advice to plan participants and serving as a fiduciary. Read more >
Market Mirror
Friday, the Dow was down 496.87 points (2.02%) to 24,100.51, the NASDAQ declined by 159.67 points (2.26%) to 6,910.67, and the S&P 500 fell by 50.59 points (1.91%) to 2,599.95. The Russell 2000 gave up 21.89 points (1.53%) to close at 1,410.81, and the Wilshire 5000 tumbled by 490.68 points (1.80%) to 26,749.34. The price of the 10-year Treasury note was up by 5/32, decreasing its yield to 2.894%, and the price of the 30-year Treasury bond was up by 15/32, decreasing its yield to 3.146%. WEEK’S WORTH: For the week ended December 14, the Down declined by 1.18%, the S&P 500 was off by 1.26%, and the NASDAQ shed 0.84%. The Russell 2000 was down by 2.57%, and the Wilshire 5000 lost 1.45% of its value.
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