Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 28th, 2018
Saving for Retirement Is Americans’ No. 1 Source of Financial Stress
Nearly two-thirds wish they had spent less in the past in order to save more for retirement. Read more >
401(k) Plan Sponsors Worried About the Number of Participant Loans
Alight Solutions found when offered two loans, 14.4% of participants take advantage of that. When offered three loans, 11.9% do the same. Read more >
Participant Loan Activity Appears to Have a Quarterly Seasonal Pattern
ICI finds the first quarter of the year tends to have lower percentages of DC plan participants with loans outstanding compared with later quarters. Read more >
Advisers Should Consider Unpredictable Retirement Age in Client Retirement Planning
Morningstar suggests individuals and their advisers should focus on strategies that can maximize retirement savings, regardless of planned retirement age. Read more >
Issues That Can Trigger a Lawsuit Over TDFs in Retirement Plans
Retirement Industry People Moves
SECURE Act Ensnared in Senate After Flying Through House
Upset in FINRA Board Large Seat Election
The Next Generation of Producers Is Emerging
Sponsored message from CUNA Mutual Retirement Solutions
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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 >
Single Premium Pension Buy-Out Sales Exceed $8.2 Billion
This is more than double the sales in the second quarter of 2017. Read more >
FinMason and Orion Integration Create Retirement Readiness Program
The planning service will offer investment analytical platforms, tools and financial data to Orion users. Read more >
Market Mirror
Monday, the Dow climbed 259.29 points (1.01%) to 26,049.64, the NASDAQ closed 71.92 points (0.91%) higher at 8,017.90, and the S&P 500 increased 22.05 points (0.77%) to 2,896.74. The Russell 2000 was up 2.73 points (0.16%) at 1,728.41, and the Wilshire 5000 gained 207.71 points (0.69%) to finish at 30,222.43. The yield for the 10-year Treasury note was 2.848%. The yield for the 30-year Treasury bond was 2.996%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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