Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 12th, 2019
A New Normal? Time To Recheck Interest Rate Assumptions
Among the remarkable characteristics of today’s global fixed-income marketplace is the $15 trillion invested in negatively yielding bonds. Read more >
FINRA Pledges Resources to Support Members’ SEC Reg BI Compliance
The self-regulatory organization says it will help members implement the SEC’s sweeping new conflict of interest disclosure rules. Read more >
How to Help Sponsors Measure the Success of Their Financial Wellness Programs
It should start with determining sponsors’ concrete goals and can then move to usage metrics Read more >
An Array of Models
Some advisers find opportunities through aggregation or affilliation Read more >
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
Retirement Industry People Moves
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
Upset in FINRA Board Large Seat Election
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
A new IRS private letter ruling essentially conforms the tax treatment of properly structured advisory fees from non-qualified annuity contracts to those paid out of qualified accounts, which typically are not treated as taxable distributions. Read more >
Retirement Industry People Moves
Horizon Investments names head of portfolio management; FS Investments names chief technology and operations officer; and more Read more >
Market Mirror
Friday, the Dow lost 90.75 points (0.34%) to finish at 26,287.44, the NASDAQ closed 80.02 points (1.00%) lower at 7,959.14, and the S&P 500 was down 19.44 points (0.66%) at 2,918.65. The Russell 2000 decreased 19.09 points (1.25%) to 1,513.04, and the Wilshire 5000 fell 231.95 points (0.77%) to 29,945.62.   The price of the 10-year Treasury note decreased 24/32, bringing its yield up to 1.739%. The price of the 30-year Treasury bond fell 26/32, increasing its yield to 2.255%.   WEEK’S WORTH: For the week ending August 9, the Dow lost 0.75%, the NASDAQ decreased 0.56%, and the S&P 500 was down 0.46%. The Russell 2000 fell 1.34%, and the Wilshire 5000 finished 0.58% lower.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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