Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 28th, 2018
2018 PLANADVISER Practice Benchmarking Survey
Our definitive annual report on how retirement plan advisers run their practices, particularly with respect to recommending funds, providing individual advice to plan participants and serving as a fiduciary. Read more >
2018 PLANADVISER Retirement Plan Adviser Survey
Many Facets of Value: When selecting investment managers, advisers’ top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind. Read more >
2018 PLANADVISER Recordkeeper Services Guide
Thorough Analysis: Recordkeepers’ consistent evolution has led them to offer a wide range of investments, technology and servicing options today.
Read more >
2018 PLANADVISER DCIO Survey
The reach of the defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms. Read more >
MOST READ ARTICLES
1
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest
2
Mixed Ruling in Oracle ERISA Suit Strongly Favors Defense
3
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
4
2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
5
Many Widows, Divorcees Feel Patronized by Financial Advisers
Sponsored message from Ascensus
Retirement Benefits for the Fastest-Growing Segment of the U.S. Economy
Advisers angling for new business might rethink their need to hook a whale. Read more >
2018 PLANADVISER Micro Plan Survey
A look at the many services that retirement plan advisers provide to micro plans, i.e. those with less than $5 million in assets, particularly review of fund performance and plan investment selection guidance. Read more >
PLANADVISER Adviser Value Survey
Lighting the Way: The value that advisers bring to retirement plans, particularly when it comes to plan design and oversight—such as the use of automatic features, an investment policy statement and quarterly investment reviews. Read more >
Market Mirror
Thursday, the Dow climbed 260.37 points (1.14%) to 23,138.82, the NASDAQ increased 25.14 points (0.38%) to 6,579.49, and the S&P 500 closed 21.10 points (0.86%) higher at 2,488.80. The Russell 2000 was up 2.01 points (0.15%) at 1,331.82, and the Wilshire 5000 gained 184.88 points (0.73%) to finish at 25,551.73.   The price of the 10-year Treasury note was up 7/32, decreasing its yield to 2.783%. The price of the 30-year Treasury bond was down 2/32, increasing its yield to 3.068%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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