Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 1st, 2019
Fidelity Sees Continued Progress in 401(k) Plans Despite Market Volatility
With participants not panicking in Q4 2018 and the longer term trends resulting from automatic plan features, Fidelity Investments finds an overall improvement in average participant savings and account balances. Read more >
Johnson and Johnson Faces Stock Drop ERISA Lawsuit
Plaintiffs allege plan fiduciaries should have known the company’s stock price was artificially inflated—and that fiduciaries breached their duties of prudence and loyalty by continuing to offer J&J stock in the retirement plan. Read more >
FinMason Rolls Out Five-Minute Financial Plan
It is available on the client portal of Orion Advisor Services. Read more >
OneAmerica Launches CIT Research Tool for Advisers
The CIT product information database was created in collaboration with Broadridge Advisor Solutions and is designed to support the client service needs of financial advice professionals. Read more >
15th Anniversary of Retirement Plan Adviser of the Year
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
Inheritance Pathways Exist to Replace Stretch IRAs
Weighing 403(b)s versus 401(k)s for Nonprofits
Retirement Industry People Moves
Investment Product and Service Launches
Robecco adds sustainable equities model and Morningstar creates index group targeting low-carbon economy. Read more >
Resolved: Promote Financial Ed
Educating on saving and budgeting next year could fulfill an employee desire Read more >
Market Mirror
Thursday, the Dow was down 15.19 points (0.06%) at 24,999.67, the NASDAQ gained 98.66 points (1.37%) to finish at 7,281.74, and the S&P 500 increased 23.07 points (0.86%) to 2,704.12. The Russell 2000 was up 12.48 points (0.84%) at 1,499.42, and the Wilshire 5000 closed 250.86 points (0.90%) higher at 27,992.39. The price of the 10-year Treasury note was up 11/32, decreasing its yield to 2.643%. The price of the 30-year Treasury bond increased 17/32, bringing its yield down to 3.006%.
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