Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 23rd, 2018
Paycheck Bumps and Tax Reform Present Crucial, Brief Savings Opportunity
During a recent webinar hosted by Broadridge on the impacts of tax reform, experts urged advisers and sponsors to push participants to save—not spend—any extra pay coming in as a result of tax reform. Read more >
California Lawmaker Pushes for State DC Plan Option
A new bill in the California legislature would offer new state employees a 401(k)-style plan in which their own contributions would be fully matched by the state. Read more >
Fidelity Stable Value Fund Suit Gets Final Dismissal From Appellate Court
The court said the plaintiffs claim that Fidelity agreed to overly conservative investment guidelines in a failed effort to lock up all wrap coverage so that its competitors would not be able to obtain such coverage made little sense. Read more >
SEC Extends Deadline for Open-End Fund Liquidity Classification
However, the deadlines for creating a liquidity risk management program and to limit illiquid investments to 15% of a fund’s portfolio remain unchanged: December 1, 2018, for larger fund groups and June 1, 2019, for smaller fund groups. Read more >
TOP 100 Retirement Plan Advisers
What Is a DOL Adviser Investigation Like?
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes
Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit
Sponsored message from Empower Retirement
Introducing My Total Retirement
Every employee in your client’s plan is unique.  Shouldn’t their retirement strategy be unique too? Learn more. Read more >
DC Plan Investors Stayed the Course in the First Nine Months of 2017
Only 2.4% discontinued contributions, a mere 2.8% took withdrawals and just 1.3% took hardship withdrawals, ICI data show Read more >
Investment Products and Services Launches
Putnam Announces New Pricing for TDFs; First Trust to Launch AI and Robotics ETF; and Vanguard Launches Factor-Based ETFs. Read more >
Market Mirror
Thursday, the Dow gained 164.70 points (0.66%) to finish at 24,962.48, the NASDAQ was down 8.14 points (0.11%) at 7,210.09, and the S&P 500 increased 2.63 points (0.10%) to 2,703.96. The Russell 2000 decreased 1.85 points (0.12%) to 1,529.99, and the Wilshire 5000 was up 7.33 points (0.03%) at 27,980.30.   The price of the 10-year Treasury note increased 8/32, bringing its yield down to 2.921%. The price of the 30-year Treasury bond was up 7/32, decreasing its yield to 3.211%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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