Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 22nd, 2019
LIMRA SRI Urges Advisers to Diversify Their Clientele
A new survey report from LIMRA Secure Retirement Institute finds four in ten black Americans suggested that they feel they don’t have enough money to work with a financial adviser. Read more >
Participants Remained Committed to Their DC Plans During 2018
In the first three quarters of 2018, only 2.2% of participant stopped contributing to their plans, ICI data shows. Read more >
AXA Creates Asset Allocation Plan for 403(b) Participants
The program will contain both aggressive and conservative portfolios, both dependent on years before a participant plans to retire. Read more >
403(b) Plans Tuned in to Education
Nonprofit and public plans are the most apt to support efforts to learn 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
Cybersecurity Strategies for the Adviser Industry
Weighing 403(b)s versus 401(k)s for Nonprofits
Most TDFs Are Actively Managed
Passively managed target-date funds make up a small universe Read more >
Advisers Boost Retirement Confidence
Advised investors are consistently more confident than are DIY investors Read more >
Market Mirror
Thursday, the Dow dropped by 103.81 points (0.40%) to 25,850.63, NASDAQ inched down by 29.36 points (0.39%) to 7,459.71, and the S&P 500 shed 9.82 points (0.35) to 2,774.88. The Russell 2000 lost 6.11 points (0.39%) to end at 1,575.55 and the Wilshire 5000 trimmed 106.11 points (0.37%) from its value, to end at 28,799.38. The price of the 10-year Treasury note fell by 9/32, boosting its yield to 2.693%, and the price of the 30-year Treasury bond fell by 23/32, boosting its yield to 3.046%.
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