Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 14th, 2020

TDFs, Passive Funds and Income Products Shape the DCIO Landscape

Sources say plan sponsors are beginning to realize the value of differentiating services—from retirement income solutions to securities lending capabilities—now that costs have come down across the board. Read more >
Stakes Remain High as 401(k) Balances Reach Record Levels
Despite periods of volatility in the past decade, retirement plan investors have benefitted from a strong equity market and their com­mitment to investing in tax-qualified vehicles. Read more >
Investment Product and Service Launches
AssetMark Financial Holding moves to institutional share classes; AssetMark adds solutions to investing platform; iShares expands ESG initiatives; and more. Read more >
How Plan Advisers Justify Their Fees
Despite fee compression, advisers are pushing back. Read more >
NAIC Approves ‘Best Interest’ Standard for Annuity Sales
The National Association of Insurance Commissioners sees its new conflict of interest regulations as working in harmony with the Securities and Exchange Commission’s Regulation Best Interest. Read more >
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Reliance Trust Reaches Deal on 401(k) Excessive Fee, Self-Dealing Suit
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 >
Market Mirror
Thursday, the Dow lost 128.11 points (0.43%) to finish at 29,423.31, the NASDAQ decreased 13.99 points (0.14%) to 9,711.97, and the S&P 500 closed 5.51 points (0.16%) lower at 3,373.94. The Russell 2000 was up 4.36 points (0.26%) at 1,693.74, and the Wilshire 5000 was down 33.35 points (0.10%) at 34,369.88.   The price of the 10-year Treasury note fell 17/32, increasing its yield to 1.615%. The price of the 30-year Treasury bond was up 5/32, decreasing its yield to 2.071%.
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