Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 26th, 2018
Editor's Note: Our Favorite 2019 Exclusives
Regular readers of will know that our daily news coverage is divided into “posts” and “exclusives.” The former are generally shorter in length and more narrowly focused in their sourcing, while our exclusive articles feature more sources and take a deeper dive into a given topic. This newsletter features some of our favorite exclusive stories published in 2018. Stay with in the New Year for more illuminating feature stories! Read more >
Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball
A look back at how Fidelity will charge new plan sponsor clients on its platform who choose Vanguard products makes visible the hard-nosed competition that defines the retirement plan recordkeeping and brokerage industries. Read more >
Competing for Advisers With Tools and Services: Retirement Industry M&A Activity
Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms to restructure their basic approach to sales and service; PLANADVISER hears from Fi360, AssetMark, Cetera Financial and others about their visions for the future. Read more >
Institutional Investors Seek ESG Opportunities via Fixed-Income Vehicles
BlueBay Asset Management’s My-Linh Ngo offers a crash course in ESG fixed income. Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Biden’s First Veto Keeps DOL’s ESG Rule in Place
2023 Retirement Plan Adviser of the Year Finalists
Experts Predict Major Growth in Retirement Coverage, Benefits
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from Voya Financial
Three Key Insights Plan Sponsors and Advisers Should Know About Special Needs Planning
An Opportunity Exists to Support Caregivers and their Loved Ones Read more >
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
An individual’s investment allocation is a big factor to consider when deciding a proper optimal withdrawal rate of savings in retirement, but there are many other factors to consider as well. Read more >
Social Security Optimization Can Extend Retirement Portfolios by a Decade
In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking on Social Security claiming strategies—and a failure to coordinate these effectively with the drawdown of DC plan assets. Read more >
Refresher on Annuity Pricing Mechanics
Interest rates, mortality and expenses are some of the key factors. Read more >
Decreasing Plan Sponsors’ Fear of Making Settlor Plan Changes
Adding automatic deferral escalation and stretching the match are settlor functions because they are plan amendments, so plan sponsors should not fear fiduciary litigation, even if to some participants these changes seem to be not in their best interest. Read more >
Getting Serious About TDF Sequence of Returns Risk
The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with this growth. Read more >
Market Mirror
Monday, the Dow fell 653.17 points (2.91%) to 21,792.20, the NASDAQ closed 140.08 points (2.21%) lower at 6,192.92, and the S&P 500 decreased 65.52 points (2.71%) to 2,351.10. The Russell 2000 was down 25.16 points (1.95%) at 1,266.92, and the Wilshire 5000 lost 641.52 points (2.59%) to finish at 24,151.43. The price of the 10-year Treasury note was up 12/32, decreasing its yield to 2.740%. The price of the 30-year Treasury bond increased 23/32, bringing its yield down to 2.997%.  
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