Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 22nd, 2019

Rollover Mechanics and the Most Common Mistakes

Besides failing to invest the money within the IRS’s 60-day window—the most common mistake according to the experts—another frequent error impacts those who cash out of their workplace retirement plan. Read more >
Issues That Can Trigger a Lawsuit Over TDFs in Retirement Plans
A litigation firm has listed what it is investigating for potential lawsuits over target-date funds (TDFs) in retirement plans. Read more >
Court Dimisses Lawsuit Over ESOP Valuation
A federal district court judge explained how the plaintiff actually benefited after the stock shares were purchased, so she suffered no harm Read more >
An Array of Models
Some advisers find opportunities through aggregation or affilliation Read more >
MOST READ ARTICLES
1
Inheritance Pathways Exist to Replace Stretch IRAs
2
SECURE Act Update: Revisions to Model Rollover Notices
3
Washington Update: Industry Turns Attention to Portman-Cardin Bill
4
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
5
FINRA Wants to Help You With Reg BI Compliance
The Value of Data
By threading data through an AI interface, recordkeepers create a custom participant experience Read more >
Ready to Focus on Income?
Just under 10% of employers offer an in-plan annuity Read more >
Market Mirror
Wednesday, the Dow gained 240.29 points (0.93%) to finish at 26,202.73, the NASDAQ closed 71.65 points (0.90%) higher at 8,020.21, and the S&P 500 increased 23.92 points (0.82%) to 2,924.43. The Russell 2000 was up 11.84 points (0.79%) at 1,509.85, and the Wilshire 5000 climbed 245.28 points (0.83%) to 29,961.03.   The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.586%. The price of the 30-year Treasury bond decreased 7/32, bringing its yield up to 2.067%.
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