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 > MOST READ ARTICLES 1 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 2 HUB International Running Full Steam Ahead on RIA Acquisitions 3 Has the DOL Found an ESG Middle Ground? 4 A New World and New Opportunities for Alpha 5 OMB Has Received a Final Fiduciary Rule From DOL

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%.

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