Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 17th, 2018
With Litigation Rush, Fiduciary Insurance Adequacy Is Critical
As a result, insurers are scrutinizing potential customers more carefully, asking for extensive documentation and proof of compliance with stated policies. Read more >
Plaintiff Asks Court to Amend NYU 403(b) Plans Lawsuit Decision
While not disagreeing with a federal court judge’s decision, the plaintiff says the judge’s findings about certain plan committee members warrants her ordering them to be removed. Read more >
Participant Survey Reveals Financial Wellness Priorities
Plan participants in the 50 and up age group are thinking about the transition to retirement because it is on the horizon, while the younger age groups are more preoccupied with budgeting and managing debt. Read more >
Automatic Enrollment Helping Participants Increase Retirement Savings
Fidelity finds that since 2008, the average savings rate among employees automatically enrolled has risen from 4% to 6.7%, and 63% of automatically enrolled participants in the past 10 years have increased their savings rate. Read more >
Retirement Income Solutions and Strategic Withdrawals
Thomas Dodd, executive director of Pavilion Advisory Group, speaks to the importance of implementing a strategic withdrawal plan once retirees initiate distributions of DC plan assets. Read more >
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Invesco to Purchase OppenheimerFunds, owned by MassMutual
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2018 PLANADVISER National Conference
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Two Key Themes for DC Plans
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Church Failed to Provide Retirement Benefits to Former Employees
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DISRUPTION: Time to Consider an OCIO for DC Plans?
Ladenburg Launches Succession Planning Platform
According to the firm, the new suite of service offerings and tools will assist advisers across Ladenburg’s independent advisory and brokerage subsidiaries in achieving their strategic business goals through practice acquisitions and the development of continuity plans Read more >
Financial Finesse Builds CE Course Geared Towards Industry Professionals
The program hopes to guide financial professionals in providing and supporting financial wellness benefits. Read more >
BenfitEd Creates Program to Move Company Matches to Student Loan Debt
Workers can move the entire match over or just a portion of it. Read more >
Market Mirror
Thursday, the Dow climbed 396.32 points (1.58%) to finish at 25,558.73, the NASDAQ was up 32.41 points (0.42%) at 7,806.52, and the S&P 500 increased 22.32 points (0.79%) to 2,840.69. The Russell 2000 gained 15.09 points (0.90%) to finish at 1,685.75, and the Wilshire 5000 closed 240.54 points (0.82%) higher at 29,610.05. The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.865%. The price of the 30-year Treasury bond was up 3/32, decreasing its yield to 3.030%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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