Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 17th, 2019
Sen. Warren Warns DOL About Adviser Conflicts of Interest
The Democratic presidential candidate tells Department of Labor Secretary Scalia she fears the DOL is considering standards of conduct that would permit advisers providing advice on retirement savings to engage in conflicts of interest. Read more >
Rolling Into IRAs
A new DC plan may be the better choice when a person changes jobs. Read more >
Prolonged Low Rates and TDFs
Fund managers have to adjust to a new normal. Read more >
In the Near Future
Just a matter of time before retirement income becomes widespread, experts say. Read more >
15th Anniversary of Retirement Plan Adviser of the Year
Inheritance Pathways Exist to Replace Stretch IRAs
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Weighing 403(b)s versus 401(k)s for Nonprofits
Sponsored message from John Hancock
49% of workers are less productive due to financial stress
Read more about how a lot of the financial wellness buzz misses the point. Learn why—and how—our holistic, personal approach can help. Download the full 2019 report. Read more >
An Engagement Chain
Linking participants to their online account from digital communications. Read more >
Advisory practices can be good candidates for ESOPs. Read more >
Market Mirror
Monday, the Dow rose by 100.51 points (0.36%) to reach 28,235.89, the NASDAQ was up by 79.35 points (0.91%) to end at 8,814.23, and the S&P 500 added 22.65 points (0.71%) for a 3,191.45 close. The Russell 2000 was up by 11.96 points (0.73%) to reach 1,649.94, and the Wilshire 5000 gained 238.08 points (0.74%) for a 32,479.24 close. The price of the 10-year Treasury note was down 26/32, increasing its yield to 1.880%, and the price of the 30-year Treasury bond was down 30/32, lifting its yield to 2.295%.
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