Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 22nd, 2019
Despite Net Outflows From 401(k)s, Cerulli Sees Opportunities
Cerulli also sees opportunities for advisers in the 403(b), defined benefit (DB), and financial wellness markets. Read more >
Advisers Can Help Plan Sponsors With Their Focus on Fees
In the majority of cases, plan sponsors that participated in Callan’s 2019 Defined Contribution (DC) Trends Survey said their plan consultant/adviser conducted fee benchmarking, and in 2019, sponsors will be looking to switch to lower-fee share classes and to more institutional vehicles. Read more >
R6 Shares in HSAs Are Just the Beginning
Advisers and providers in the defined contribution plan arena want to take a bite out of banks’ dominance in the health savings account marketplace, and they are building solutions to make it happen. Read more >
DC Plan Sponsors Still Concerned About Offering Annuities
The most common retirement income solutions defined contribution (DC) plan sponsors reported providing participants were access to a defined benefit (DB) plan and offering a managed account service Read more >
Retirement Plan Cybersecurity the Issue in a New Lawsuit
Retirement Income Coming Soon to a 401(k) Near You
Plugging the Leak: Uncashed Distribution Checks
Broadridge Acquisition of Fi360 Underlines RIA Fiduciary Evolution
While Popular, Default Electronic Delivery of Plan Documents Irks Some
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2017 Stable Value Study
View key findings Read more >
Retirement Industry People Moves
MassMutual adds regional managing directors; consulting firm founder joins Alan Biller and Associates; BPAS announces institutional sales VP; and more. Read more >
R-6 Share Classes Hit $1.5T
The zero/zero class has mushroomed 15% since last year Read more >
Monthly Income Projection Needs
Sharing this information can boost participants’ confidence—and savings Read more >
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Market Mirror
Friday, the Dow gained 336.25 points (1.38%) to finish at 24,706.35, the NASDAQ closed 72.77 points (1.03%) higher at 7,157.23, and the S&P 500 increased 34.75 points (1.32%) to 2,670.71. The Russell 2000 was up 15.25 points (1.04%) at 1,482.50, and the Wilshire 5000 climbed 350.77 points (1.29%) to 27,617.22.   The price of the 10-year Treasury note was down 10/32, increasing its yield to 2.787%. The price of the 30-year Treasury bond decreased 15/32, bringing its yield up to 3.099%.   WEEK’S WORTH: For the week ending January 18, the Dow climbed 2.96%, the NASDAQ increased 2.66%, and the S&P 500 gained 2.87%. The Russell 2000 was up 2.43%, and the Wilshire 5000 finished 2.84% higher

Editorial: Alison Cooke Mintzer


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