Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 18th, 2019
Bogle’s Death Shines Light on a Persistent Fee Debate
The death of Vanguard Group founder Jack Bogle offers a chance to reflect on the fundamental importance of controlling fees and expenses in the effort to build household wealth from modest means. Read more >
Duke University 403(b) Plan Lawsuits Settlement Details Announced
In addition to a gross monetary payment of $10.65 million, the university agreed to other non-monetary actions. Read more >
ICMA-RC Joins Public-Sector 403(b) Plan Provider Market
According to ICMA-RC, its overall plan costs in some cases may be more than 33% lower than what other 403(b) participants pay. Read more >
Investment Product and Service Launches
TRPC adds Stadion StoryLine to retirement solutions platform, T. Rowe Price creates Dynamic Credit Fund; and more Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
Sponsored message from PIMCO
Jamie Bentley SVP & National Retirement Sales Manager at PIMCO Discusses ESG Investing with PLANADVISER
View the video Read more >
Addressing Participant Concerns
If a sponsor does not respond, it could risk a civil and/or DOL lawsuit Read more >
ESG Opportunities via Fixed Income
More than half of asset managers now apply ‘ESG’ beyond equities Read more >
Market Mirror
Thursday, the Dow gained 162.94 points (0.67%) to finish at 24,370.10, the NASDAQ closed 49.77 points (0.71%) higher at 7,084.46, and the S&P 500 increased 19.86 points (0.76%) to 2,635.96. The Russell 2000 was up 12.55 points (0.86%) at 1,467.25, and the Wilshire 5000 climbed 206.93 points (0.76%) to 27,266.49.   The price of the 10-year Treasury note decreased 8/32, bringing its yield up to 2.752%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 3.072%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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