Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 14th, 2018
Employers Must Act Ahead of Retirement Wave
According to Willis Towers Watson, just over 80% of organizations acknowledge the importance of their older workers and managing the retirement process; however, only about half believe they understand the process well, and just one-quarter feel they have found an effective approach. Read more >
Active Management Insights from Putnam CEO Bob Reynolds
As the firm launches a new initiative to educate investors about active management opportunities, Putnam CEO Bob Reynolds says he is optimistic that an improved retirement landscape will take shape in 2019. Read more >
Americans Expect to Be Better Off Financially in 2019
For the 10th consecutive year, their top financial resolution for the New Year is to save more, Fidelity learned in a survey. Read more >
Education and Better Investments Needed to Propel HSAs to Retirement Savings Vehicles
The frequency of withdrawals prevents HSA account holders from building a meaningful balance to use for health care expenses in retirement, and individuals are unlikely to allocate their assets to investment products if their primary goal is to fund short-term medical expenses, Cerulli says. Read more >
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest
Mixed Ruling in Oracle ERISA Suit Strongly Favors Defense
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
Many Widows, Divorcees Feel Patronized by Financial Advisers
2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
Sponsored message from MetLife
2017 Stable Value Survey
A survey of plan sponsors, stable value fund providers and advisors Read more >
More Efforts Needed to Increase Retirement Plan Participant Savings Rates
While automatic enrollment gets participants into plans, a sizable segment are starting their average contributions at a minimum 3.3% rate and failing to take any additional action to increase that, according to J.P. Morgan Asset Management. Read more >
PBGC Updates Table for Distressed and Terminating DB Plan Valuations
The table is needed to compute the value of early retirement benefits and, thus, the total value of benefits under a plan. Read more >
Market Mirror
Thursday, the Dow was up 70.11 points (0.29%) at 24,597.38, the NASDAQ closed 27.98 points (0.39%) lower at 7,070.33, and the S&P 500 was virtually unchanged at 2,650.54. The Russell 2000 lost 22.62 points (1.55%) to finish at 1,432.70, and the Wilshire 5000 decreased 62.41 points (0.23%) to 27,240.10.   The price of the 10-year Treasury note was up 2/32, decreasing its yield to 2.907%. The price of the 30-year Treasury bond decreased 12/32, bringing its yield up to 3.168%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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