Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 22nd, 2018
Fiduciary Reforms Impact Plan Leakage Trends, Income Decisions
Plan sponsors are being more conscious and cautious with respect to managing the implications of the DOL fiduciary rule—and this is impacting plan leakage and rollover decisions to a strong degree, Callan says. Read more >
Bundled Versus Unbundled DC Plan Arrangements
The proportion of plans that are at least partially bundled fell dramatically from 53.8% in 2016 to 44.0% in 2017, a continuation of the unbundling trend, according to Callan. Read more >
White Paper Explains Tax Reform Effects
Wolters Kluwer Legal & Regulatory U.S. issued a white paper, “Tax Cuts and Jobs Act Will Present Retirement, Benefits, Executive Compensation and Payroll Professionals with New Challenges in 2018.” Read more >
Vestwell Integrates Morningstar 3(21) Fiduciary Services to Platform
Financial advisers can help plan sponsors address their fiduciary responsibilities while creating their own investment product lineup from menus of funds on which Morningstar has performed due diligence Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
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Retirement Industry People Moves
AndCo Adds New Compliance Officer to Team; RIA Firm Partners with Focus; Securian Financial Group Hires Regional Sales Vice Presidents for Small and Midsize Employers; and more. Read more >
The Value of Fixed Income
The strategy is a good hedge against equity underperformance Read more >
Market Mirror
Friday, the Dow was up 53.91 points (0.21%) at 26,071.72, the NASDAQ closed 40.33 points (0.55%) higher at 7,336.38, and the S&P 500 increased 12.27 points (0.44%) to 2,810.30. The Russell 2000 climbed 20.90 points (1.33%) to 1,597.63, and the Wilshire 5000 gained 167.42 points (0.58%) to finish at 29,152.19.   The price of the 10-year Treasury note was down 9/32, increasing its yield to 2.660%. The price of the 30-year Treasury bond decreased 19/32, bringing its yield up to 2.933%.   WEEK’S WORTH: For the week ending January 19, the Dow climbed 1.04%, the NASDAQ gained 1.04%, and the S&P 500 finished 0.86% higher. The Russell 2000 was up 0.36%, and the Wilshire 5000 increased 0.81%.
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