Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 18th, 2019
Congress Finds Resolution to SECURE Act Deadlock in Spending Bill Passed By House
Retirement plan industry stakeholders had hoped the popular and bipartisan SECURE Act would be tied into must-pass spending legislation before year’s end, and that now appears to be the case. Read more >
A New Way to Think About Building a Retirement Planning Practice
“In my experience, advisers who sell start-up 401(k) plans close 3% to 6% of the time. Sometimes, the employer chooses a competitor. More often, the employer does nothing because a 401(k) plan is not a good fit for the business. Perhaps the business is too small, or the plan is too expensive.” Read more >
Must a plan’s security policies meet the duty of prudence? 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
Senate Finance Committee Advances EARN Act
Sponsored message from John Hancock
49% of workers are less productive due to financial stress
Read more about how a lot of the financial wellness buzz misses the point Learn why – and how – our holistic, personal approach can help Download the full 2019 report Read more >
Fund Lineup Sizing
Sponsors and retirement plan advisers continually question the number of options in their DC plans. Behavioral finance makes the case for decreasing the menu because studies show people are often confused by excess choices, selecting limited options instead of an array. Read more >
2019 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
Tuesday, the Dow rose by 31.27 points (0.11%) to reach 28,267.16, the NASDAQ was up by 9.13 points (0.10%) to end at 8,823.36, and the S&P 500 added 1.07 points (0.03%) for a 3,192.52 close. The Russell 2000 was up by 7.63 points (0.46%) to reach 1,657.56, and the Wilshire 5000 gained 24.45 points (0.08%) for a 32,503.70 close. The price of the 10-year Treasury note was virtually unchanged, with a yield of 1.879%, and the price of the 30-year Treasury bond was down 2/32, lifting its yield to 2.301%.
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