Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 29th, 2018
PLANADVISER’s 2018 Top 100 Retirement Plan Advisers
These advisers have reached the top of their respective peer groups in terms of assets under advisement (AUA) or number of retirement plan clients, including defined contribution (DC), defined benefit (DB) and nonqualified plans. Read more >
Self-Dealing Lawsuit Targeting Capital Group Routed in District Court
In a dense dismissal decision, the district court offers a reminder of the exacting pleading standards of ERISA and statues of limitations before roundly rejecting the plaintiff’s allegations for failing to state an actionable claim. Read more >
Tax Reform Is Leading Some Plan Sponsors to Enhance Benefits
More than one-quarter of organizations have or are planning or considering increasing 401(k) contributions, Willis Towers Watson finds. Read more >
Health Care Costs Negatively Affecting Workers’ Financial Picture
Of the 48% who say their health care costs have increased, more than one-quarter have decreased their retirement plan contributions. Read more >
Is the Traditional Fiduciary Insurance Model at Risk?
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Why Small Business Owners Often Resist 401(k)s
Retirement Industry People Moves
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
Sponsored message from J.P. Morgan
Are Your Clients Concerned about Plan Fees?
Reducing plan costs is a primary reason why sponsors consider a change in recordkeepers. Address your clients’ cost concerns with a J.P. Morgan 401(k) analysis comparing their current fees with industry averages. DISCOVER POTENTIAL SAVINGS > Read more >
Mercer Makes 2018 Focus Suggestions for Not-for-Profit Health Care Systems
Organizations that have chosen to eliminate pension risk by terminating their plans can do this most effectively by working with advisers to implement an end-state strategy, Mercer suggests. Read more >
Orchestrate Creates Tools to Diminish Scheduling Frustrations
The new feature will work alongside the ProcessComposer and Mix feature, and will be powered through the Salesforce platform. Read more >
Retirement Industry People Moves
Past Regional Wholesaler Promoted by John Hancock; Willis Towers Watson Appoints U.S. Head of Asset Management Exchange; Qualified Plans LLC Joins Ascensus TPA Solutions; and more. Read more >
Market Mirror
Friday, the Dow increased 223.92 points (0.85%) to 26,616.71, the NASDAQ climbed 94.61 points (1.28%) to 7,505.77, and the S&P 500 gained 33.62 points (1.18%) to finish at 2,872.87. The Russell 2000 was up 6.39 points (0.40%) at 1,608.06, and the Wilshire 5000 closed 309.76 points (1.05%) higher at 29,760.59.   The price of the 10-year Treasury note was down 9/32, increasing its yield to 2.659%. The price of the 30-year Treasury bond decreased 14/32, bringing its yield up to 2.907%.   WEEK’S WORTH: For the week ending January 26, the Dow increased 2.09%, the NASDAQ climbed 2.31%, and the S&P 500 gained 2.23%. The Russell 2000 was up 0.65%, and the Wilshire 5000 finished 2.09% higher.
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