Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 30th, 2019
Advocates Hope a New Decade Will Bring Continued ESG Progress
Experts says environmental, social and governance investing mandates are being boiled down to more practical, discrete risk areas, such as cybersecurity or board diversity. Read more >
Plan Sponsors Sued for Investment Menu Practices
With regard to “improper selection and monitoring of plan service providers,” the lawsuit specifically names a broker/dealer representative whom it says was terminated in 2014 for “failure to follow firm policies and industry regulations.” Read more >
Emergency Savings in the Workplace
Employers increasingly understand why it makes sense for them to play a role in their workers saving for emergencies. But with little federal regulatory guidance and no clear best practices emerging in these early days of employer involvement, employers have a wide set of options to consider.  Read more >
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
As States Add Retirement Programs, Private Providers See Growth
Schwab Sees Record Attendance in Participant 401(k) Sessions
GOP Budget Plan Calls For Spending Cuts That Would Include Social Security Administration
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 >
The Year in ERISA Litigation
As have previous years, 2019 brought major settlements and decisions in retirement-plan focused litigation, including some precedent-setting appellate and Supreme Court decisions. Read more >
2019—the Year of Mergers and Acquisitions
Wells Fargo, PSC, Aspire, Charles Schwab, Hub International, CAPTRUST and many other firms have been involved in significant merger and acquisition activity this year. Read more >
The Six Generation Workforce
Employers are accustomed to having five generations in the workforce, but they now need to focus on the new expectations Gen Z brings to the workplace, Fidelity says. Read more >
Market Mirror
Friday, the Dow was up by 23.87 points (0.08%) for a 28,645.26 close, the NASDAQ ticked slightly downward by 15.77 points (0.17%) to finish at 9,006.62, and the S&P 500 inched upwards by 0.11 points (0.00%) to end virtually unchanged at 3,240.02. The Russell 2000 lost 8.98 points (0.54%) to end at 1,669.03, and the Wilshire 5000 gave up 29.78 points (0.09%) for a 32,976.87 close. The price of the 10-year Treasury note was up 2/32, decreasing its yield to 1.875%, and the price of the 30-year Treasury note was also up 2/32, lowering its yield to 2.317%. WEEK’S WORTH: For the week ended December 27, the Dow was up 0.67%, the S&P 500 was up 0.58%, and the NASDAQ gained 0.91%. the Russell 2000 was down slightly, by 0.17%, and the Wilshire 5000 was up 0.51%.
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