Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 27th, 2019

The Path Ahead for Small Firms and Independent RIAs

Just 5% of RIA firms advise on $1 billion or more in assets, but they service more than 60% of the industry’s total. Read more >
Case Draws Difference Between 409A Claims Against Different NQDC Plan Designs
Claims for non-ERISA NQDC plans may be brought under state-contract law, but a federal appeals court found Safelite’s plan was an ERISA plan, so state-law claims were preempted. Read more >
IRS Adds Year to Closed DB Plan Nondiscrimination Relief
The IRS still anticipates issuing final regulations on closed DB plan nondiscrimination rules. Read more >
Recordkeeper Websites Need Updating: Corporate Insight
Specifically, they should offer intuitive plan health dashboards, the research company says. Read more >
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Gen X Facing the Stark Reality of Retirement
IRS Announces Contribution and Benefit Limits for 2021
A New World and New Opportunities for Alpha
Part Art, Part Science: Managed Account Due Diligence
Sponsored message from Franklin Templeton
Yield Curve Hysteria
Why an inverted yield curve is not a foolproof predictor of a recession. A different view, from Sonal Desai, Ph.D., Fixed Income CIO, Franklin Templeton. Read more >
Defaults Play a Big Role in Savings Outcomes
They impact participation, contributions and asset allocation, according to a research paper supported by a grant from the Social Security Administration. Read more >
The Value of Data
By threading data through an AI interface, recordkeepers create a custom participant experience Read more >
Market Mirror
Monday, the Dow rose by 269.93 points (1.05%) to reach 25,898.83, the NASDAQ was up by 101.97 points (1.32%) to 7,853.74, and the S&P 500 gained 31.27 points (1.10%) to close at 2,878.38. The Russell 2000 gained 16.52 points (1.13%) to reach 1,476.00, and the Wilshire 5000 took on 307.30 additional points (1.05%) for a 29,461.42 close. The price of the 10-year Treasury note was down 0/32, increasing its yield to 1.538%, and the price of the 30-year Treasury bond was down 24/32, increasing its yield to 2.039%.
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