Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 13th, 2019
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
Despite a market “teeming with better-performing alternatives,” the plaintiffs say, Walgreen selected the Northern Trust Funds, which already had a history of poor performance. Read more >
Despite Volatility, July Was a Slow Trading Month for 401(k) Investors
It was also the 18th month in a row that net trades have moved from equities into fixed income Read more >
The Word About Newsletters
They are a great way to stay in touch with participants, particularly for advisers to large plans Read more >
TDFs Help Boost Balances
The key is their diversification and participants’ tendency to remain invested Read more >
Court Decision Compares Asset Manager Advisory and Subadvisory Fees
A federal court judge found Metropolitan West Asset Management, LLC charged a reasonable fee for a fund it advises, considering the services it provides and risks it takes for the fund. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
Complying With the Custody Rule and the New Custody Proposal
Social Security Maximization
One’s claiming age is key to stretching benefits Read more >
Equity Factor Investing
‘Factors’ help sponsors share their plan’s liability profile Read more >
Market Mirror
Yesterday, the Dow lost 391.00 points (1.49%) to finish at 25,896.44, the NASDAQ closed 95.73 points (1.20%) lower at 7,863.41, and the S&P 500 decreased 35.95 points (1.23%) to 2,882.70. The Russell 2000 was down 18.58 points (1.23%) at 1,494.46, and the Wilshire 5000 fell 391.25 points (1.31%) to 29,554.39.   The price of the 10-year Treasury note increased 32/32, bringing its yield down to 1.643%. The price of the 30-year Treasury bond climbed 2 31/32, decreasing its yield to 2.129%.
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