Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 13th, 2019

Business Owners Dream (Wrongly) of an Easy Retirement Transition

Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the enterprise, thinking that will be their “retirement plan.” Read more >
Proxy Voting Update on DOL Agenda
The DOL is aiming to “modernize fiduciary practices related to the voting rights associated with ERISA plan investments and harmonize those regulations with the requirements of other regulators.” Read more >
Achieving Greater Prosperity
By ensuring that retirement plans are geared to address the diversity of participant needs, not just those of the mythical average participant, sponsors can make participants more confident in their ability to achieve financial security on their own terms. Read more >
Facts You Haven’t Learned About HSAs
One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA once they enter retirement. Read more >
Experts Predict Major Growth in Retirement Coverage, Benefits
Why 529 Education Savings Plans Are More Valuable Than Ever
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Biden’s First Veto Keeps DOL’s ESG Rule in Place
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from ICMA-RC
Keeping Stable Value Options Stable
15% of participants select a stable value option for their DC plan account if one is made available to them—about twice as many as those participants selecting money market funds—making stable value a significant part of a plan lineup. Read more >
2019 PLANADVISER National Conference
One adviser stressed the importance of making sure plan sponsors and their committee members understand what annuities are and that there is no one solution for all plans; other advisers have worked to recruit the next generation by taking the job of the adviser out of one defined box and elaborating on the many roles they play. Read more >
Investment Product and Service Launches
Fidelity announces expected SMA launch; Pershing integrates managed accounts to new annuity order platform; Ballast introduces equity strategies on Schwab managed account platform; and more. Read more >
Market Mirror
Thursday, the Dow gained 220.75 points (0.79%) to finish at 28,132.05, the NASDAQ was up 63.27 points (0.73%) at 8,717.32, and the S&P 500 closed 26.94 points (0.86%) higher at 3,168.57. The Russell 2000 increased 12.89 points (0.79%) to 1,644.81, and the Wilshire 5000 climbed 257.81 points (0.81%) to 32,259.25.   The price of the 10-year Treasury note decreased 30/32, bringing its yield up to 1.895%. The price of the 30-year Treasury bond fell 2 0/32, increasing its yield to 2.319%.
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