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 15th Anniversary of Retirement Plan Adviser of the Year 2 Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge 3 Inheritance Pathways Exist to Replace Stretch IRAs 4 Weighing 403(b)s versus 401(k)s for Nonprofits 5 Retirement Industry People Moves

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%.

Strategic Insight was recently acquired by ISS. Learn more. Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise ©2020 Asset International, Inc. All rights reserved. 702 King Farm Boulevard, Suite 400, Rockville, MD 20850