Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 7th, 2018
Deep Dive into DOL EBSA Enforcement Activities
When it comes to policing of retirement plans by the EBSA, the pace of settlements and corrections remains strong; experts pin this to the relative regional autonomy of EBSA offices. Read more >
Educational Resources Bolster Retirement Readiness
Companies with fewer than 50 employees are less likely to offer retirement planning options, whereas larger company sizes are more likely to have workers who feel informed about retirement planning, and excited about the years that lie ahead. Read more >
The Value of HSAs
According to Pat Jarrett, founder of recordkeeper HealthSavings Administrators, in Richmond, Virginia, “If you’re going to be a retirement guy, you need to know the best ways to deal with the health care problem.” Read more >
Retirees Cite Decline in Income as Reason for Bankruptcies
The risks associated with aging, reduced income, and increased health care costs have been offloaded onto older individuals, while at the same time, older Americans are increasingly likely to file for bankruptcy, according to a paper by researchers from different universities. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from OneAmerica
Rethinking Retirement Plans
A flexible approach to providing lifetime income. Click to learn more. Read more >
Clean Shares Improve Fee Transparency But Needs a Clearer Definition
According to research firm Morningstar, “clean shares help financial service companies that wish to shift to a ‘level fee’ model in which advisers’ compensation comes only from a level charge on a client’s assets and not from any varying third-party payments.” However, there are disagreements about the definition of clean shares, it noted in a comment letter to the Department of Labor (DOL). Read more >
Market Mirror
Yesterday, the Dow was up 39.60 points (0.16%) at 25,502.18, the NASDAQ gained 47.66 points (0.61%) to finish at 7,859.68, and the S&P 500 increased 10.05 points (0.35%) to 2,850.40. The Russell 2000 climbed 10.94 points (0.65%) to 1,684.31, and the Wilshire 5000 closed 135.02 points (0.46%) higher at 29,689.15. The price of the 10-year Treasury note was up 2/32, decreasing its yield to 2.944%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 3.091%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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