Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 16th, 2018
Equity Compensation Plan Participants Want Advice
Among those who have never exercised or sold their equity compensation or ESPP, 34% admit to being worried about selling under the wrong market conditions and 34% say they are afraid of potential tax implications of making a wrong decision. Read more >
Class Certified in ERISA Lawsuit Targeting NYU Retirement Plan
The sizable ERISA suit’s third amended compliant explicitly names as a defendant one of the advisory firms supporting NYU’s retirement plans. Read more >
P-Solve Report Questions Some Common TDF Manager Practices
“While appropriate for some participants, heavy reliance on equities is almost certainly not suitable for as many 401(k) participants as the allocation of the largest TDF managers suggests,” P-Solve argues. “TDFs are built mainly for favorable economic and market environments.” Read more >
SEC Investor and Cyber Initiatives
The priorities of two new programs Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Olin Corp. Soundly Defeats ERISA Lawsuit
Senate Finance Committee Advances EARN Act
Retirement Industry People Moves
Sponsored message from Empower
See retirement plan design in a whole new light
With PlanVisualizerTM, you can help plan sponsors see how small changes can improve plan results. Read more >
Investment Products and Services Launches
PNC Adopts RiskFirst’s PFaroe; EPIC Incorporates StoryLine to Platform; Sterling Capital Adds R6 Share Class for Select Mutual Funds; and more. Read more >
Zero/Zero Share Classes Hit $1.2t
74 investment managers now offer these funds Read more >
Market Mirror
Thursday, the Dow gained 306.88 points (1.23%) to finish at 25,200.37, the NASDAQ climbed 112.82 points (1.58%) to 7,256.43, and the S&P 500 closed 32.57 points (1.21%) higher at 2,731.20. The Russell 2000 was up 15.10 points (0.99%) at 1,537.20, and the Wilshire 5000 increased 326.59 points (1.17%) to 28,331.17.   The prices of the 10-year Treasury note and 30-year Treasury bond were each up 1/32, decreasing their yields to 2.901% and 3.161%, respectively.
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