Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 8th, 2018
Liquidity Fees and the Fiduciary Duty of Best Execution
Retirement plan fiduciaries must understand the expenses their participants pay to make trades and access investments, but their duty to monitor and ensure reasonableness is not limited to the issue of pricing alone. Read more >
With Participation Rates Flat, Some NQDC Plan Sponsors to Make Changes
More than half plan to add to or enhance plan education and communication programs, and 21% plan to offer or enhance a company match. Read more >
O’Neil Digital Solutions Offers Document Management Platform
Mark Rossen, vice president of sales and marketing at O’Neil Digital Solutions, said the company’s goal was to help advisers strengthen relationships with their customers by providing them with “confidential and time-sensitive documents anywhere and in any format they choose.” Read more >
Retirement Industry People Moves
Lincoln hires sales manager for intermediate retirement plan market services; Janney announces changes to Taxable Fixed Income Group; EPIC collaborates with Qualified Plan Advisors to expand services; and more. Read more >
More DC Plans Using CITs
Competitive pricing is putting this vehicle on the map Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from Voya Financial
Bill Harmon discusses Voya’s Focus On Culture and Special Needs Planning
Click to View Read more >
Peer Review
2017 PLANADVISER Practice Benchmarking Survey Read more >
The Next Step
Adviser choices on participant-level fiduciary recommendations Read more >
Market Mirror
Friday, the Dow climbed 220.74 points (0.88%) to 25,295.87, the NASDAQ gained 58.64 points (0.83%) to finish at 7,136.56, and the S&P 500 closed 19.16 points (0.70%) higher at 2.743.15. The Russell 2000 was up 4.29 points (0.28%) at 1,560.01, and the Wilshire 5000 increased 167.33 points (0.59%) to 28,440.55. The price of the 10-year Treasury note was down 5/32, increasing its yield to 2.472%. The price of the 30-year Treasury bond decreased 10/32, bringing its yield up to 2.803%. WEEK’S WORTH: For the week ending January 5, the Dow finished 2.33% higher, the NASDAQ climbed 3.38%, and the S&P 500 gained 2.60%. The Russell 2000 was up 1.60%, and the Wilshire 5000 increased 2.33%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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