Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 24th, 2018
Not All Fixed Income Vehicles Act the Same in Rising Interest Rate Environment
“By providing a more diversified set of fixed income options, plan sponsors can help participants be better equipped to weather any challenging market environment, such as the rising rate environment we are in right now,” an Insights article from Cammack Retirement concludes. Read more >
Many Gen Xers, Gen Yers Maxing Out Retirement Savings
They deferred 90% or more of the maximum that could be invested in a defined contribution (DC) plan in 2017. Read more >
Retirement Outcomes of Cashed Out Plan Participants Worse Than Missing Participants
Plan sponsors that care about the retirement readiness of their participants and feel a responsibility to help, should focus on efforts to prevent cashouts, and may find missing participants in the process. Read more >
Annual Retirement Plan Adviser Survey Now Open
In an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. The deadline for submissions is September 7, 2018. Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
A Reminder to Avoid Fraudulent Hardship Withdrawals
Investment Product and Service Launches
Fiserv Expands United Wealth Platform, and Vanguard Offers Commission-Free ETFs. Read more >
Private Capital Group to Provide Envestnet Technology Platform
The firm will be presenting the tool to its own network of advisers. Read more >
Market Mirror
Thursday, the Dow lost 76.62 points (0.30%) to finish at 25,656.98, the NASDAQ was down 10.64 points (0.13%) at 7,878.46, and the S&P 500 decreased 4.84 points (0.17%) to 2,856.98. The Russell 2000 shed 5.49 points (0.32%) to close at 1,717.05, and the Wilshire 5000 closed 58.98 points (0.20%) lower at 29,830.98. The price of the 10-year Treasury note down 1/32, increasing its yield to 2.824%. The price of the 30-year Treasury bond was up 4/32, decreasing its yield to 2.978%.
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