Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 8th, 2019
Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes
New rules established by Congress and the IRS simplify the process for participants to request a hardship withdrawal of DC plan assets; some experts say this could increase “leakage,” while others anticipate more positive effects, such as lower debt among cash-strapped participants Read more >
Bipartisan Retirement Enhancement and Savings Act Reintroduced in House
The bipartisan bill enjoys broad industry support; among other provisions, it would add flexibility for small businesses to join multiple employer plans. Read more >
B/D Attorney: Don’t Be Distracted by FINRA Examination Priorities Letter
Alan Wolper, an attorney with significant experience helping advisers and brokers navigate FINRA and SEC examinations, says the recently published FINRA 2019 priorities list is interesting, but ultimately not all that informative when it comes to helping advisers avoid the most pressing compliance issues. Read more >
Design of Digital Communications Can Improve Participant Retirement Outcomes
A paper promoted by the Voya Behavioral Finance Institute for Innovation and Andrew Way, with Corporate Insight, discuss the role plan sponsors, and advisers, have in making sure retirement plan websites and mobile apps are best for participants. Read more >
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The Case for Roths
These ‘delayed gratification’ plans offer benefits worth waiting for Read more >
The SEC on Rollovers
The agency says RIAs are fiduciaries Read more >
Market Mirror
Thursday, the Dow lost 220.77 points (0.87%) to finish at 25,169.53, the NASDAQ closed 86.93 points (1.18%) lower at 7,288.35, and the S&P 500 decreased 25.56 points (0.94%) to 2,706.05. The Russell 2000 was down 12.40 points (0.825) at 1,505.63, and the Wilshire 5000 fell 253.97 points (0.90%) to 28,038.59.   The price of the 10-year Treasury note increased 13/32, bringing its yield down to 2.659%. The price of the 30-year Treasury bond climbed 23/32, decreasing its yield to 3.000%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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