Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 8th, 2017
IRS Issues 2017 Required Amendments List
The 2017 RA List is light on items. Read more >
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
For the $5 million to $500 million DC plan market, advisers and consultants offering 3(38) discretionary investment advice are more common. Read more >
With Change to Pension System, Military Members Need Financial Advice
The Department of Defense is initiating the Blended Retirement System on January 1, 2018. Read more >
Individuals Expect to Take Increased Role in Retirement Savings
More than half (52%) of Americans surveyed think individuals will play a larger role in health insurance and retirement savings, a survey finds. Read more >
Redefining Defined Contribution Plans
Willis Towers Watson suggests 10 updated terms associated with DC plans, with the goal of elevating the quality of all retirement planning conversations. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Few Americans Preparing for Long-Term Health Care Savings
Only 41% of consumers surveyed understand what long-term health care expenses will be in retirement, and only one-third are confident they are saving at an appropriate rate to cover long-term health care needs. Read more >
Investment Products and Services Launches
State Street Launches Tool to Deliver Transparency in ESG Investing; TCA Adds an Extra 18 ETFs to Advising Platform; Vanguard Releases Latest Fund to Complement Existing Index and ETF Offering; and more. Read more >
Market Mirror
Thursday, the Dow increased 70.57 points (0.29%) to 24,211.48, the NASDAQ gained 36.47 points (0.54%) to finish at 6,812.84, and the S&P 500 was up 7.71 points (0.29%) at 2,636.98. The Russell 2000 climbed 11.59 points (0.77%) to 1,520.47, and the Wilshire 5000 closed 113.88 points (0.42%) higher at 27,381.29.   The price of the 10-year Treasury note was down 6/32, increasing its yield to 2.359%. The price of the 30-year Treasury bond decreased 20/32, bringing its yield up to 2.760%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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