Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 27th, 2018
Tax Reform 2.0, RESA and Senator Hatch’s Retirement
Congressional voice on retirement policy, is set to retire in January 2019; with the mid-term election looming, passage of the senator’s “Retirement Enhancement and Savings Act” is a tall order. Read more >
Claims in T. Rowe Price Self-Dealing Suit Survive Motions to Dismiss
Claims that survived included fiduciaries breached their duties of loyalty and prudence in their selection and monitoring of investments, fiduciaries failed to monitor other fiduciaries, plan trustees failed to remedy actions of predecessors, and the fiduciaries engaged in prohibited transactions. Read more >
Morningstar Examines How Participants Can Better Position Themselves for Retirement
Areas of focus are financial planning, investing and investor behavior. 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 >
MOST READ ARTICLES
1
Half of Households Likely to Face a Retirement Shortfall
2
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
3
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
4
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
5
Debt Hampers Retirement Saving for Those Closest to Retirement
Sponsored message from Charles Schwab
Design retirement plans that fit your employees
Only 44% of participants feel comfortable making 401(k) decisions. Learn how you can help. Read more >
New Cash Balance Retirement Plans Increase 15%
Employers have boosted their contributions by 30%, a Kravitz report finds. Read more >
Retirement Industry People Moves
Past Wilshire Leader Rejoins Firm; Resources Investment Advisors Undergoes Rebranding; T. Rowe Price Retirement Hires Senior Sales Exec; and more. Read more >
Market Mirror
Friday, the Dow increased 133.37 points (0.52%) to 25,790.35, the NASDAQ climbed 67.52 points (0.86%) to 7,945.98, and the S&P 500 closed 17.71 points (0.62%) higher at 2,874.69. The Russell 2000 was up 8.62 points (0.50%) at 1,725.67, and the Wilshire 5000 gained 183.74 points (0.62%) to finish at 30,014.72. The price of the 10-year Treasury note was up 4/32, decreasing its yield to 2.815%. The price of the 30-year Treasury bond increased 15/32, bringing its yield down to 2.959%. WEEK’S WORTH: For the week ending August 24, the Dow was up 0.47%, the NASDAQ gained 1.66%, and the S&P 500 increased 0.86%. The Russell 2000 climbed 1.93%, and the Wilshire 5000 finished 1.03% higher.

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

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

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