Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 11th, 2017
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds Read more >
More Advisers Expect Increased ESG Demand
Already, 18% are incorporating environmental, social and governance funds into their practices. Read more >
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
The richly detailed text of the complaint shows multiple individuals are accused of defrauding Great-West and depositing ill-gotten assets in a variety of U.S. banks, resulting in fraud and money laundering charges. Read more >
Tax Reform Could Threaten Small Business Retirement Plan Incentives
The American Retirement Association is calling for small business owners’ retirement plan contributions to be taxed at the business rate. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from T. Rowe Price
The Benefits of T. Rowe Price’s Active Target Date Approach
Our study of 11 T. Rowe Price Retirement Funds confirms that our active process as added value. Read more >
Retirement Industry People Moves
AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more. Read more >
Active Management Picks Up
Participants have not moved largely into passive funds Read more >
Market Mirror
Friday, the Dow gained 117.68 points (0.49%) to finish at 24,329.16, the NASDAQ closed 27.24 points (0.40%) higher at 6,840.08, and the S&P 500 increased 14.52 points (0.55%) to 2,651.50. The Russell 2000 increased by 1.26 points (0.08%) to 1,521.72, and the Wilshire 5000 climbed 135.38 points (0.49%) to 27,516.67.   The price of the 10-year Treasury note decreased 3/32, bringing its yield up to 2.374%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 2.764%.   WEEK’S WORTH: For the week ending December 8, the Dow finished 0.40% higher, the NASDAQ was down 0.11%, and the S&P 500 increased 0.35%. The Russell 2000 lost 1.00%, and the Wilshire 5000 was up 0.25%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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