Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 13th, 2018
Independent RIAs’ AUM Grew 16.2% in 2017
The median firm increased its client base by 4.8% last year, up from 3.6% the year before. Read more >
Simplifying Information in 401(k) Plans Doesn’t Lead to Better Decisions
The “Less Is Not More” study set out to determine whether presenting retirement plan information in a more compact and accessible way increases participation and results in better investment decisions. Read more >
Operating Under Rules of ERISA Does Not Mean Church Plan Elected to Be ERISA Plan
In a series of private letter rulings, the IRS has determined that plans in question, including a 403(b) plan, are church plans under the definition clarified in a Supreme Court decision. Read more >
Small Plans Must Embrace Auto Features, for Employees’ Sake
Employees of small businesses with retirement plans that include automatic enrollment have far higher participation rates across all demographic variables, according to new data shared by Vanguard. 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 PIMCO
What Retirement Consultants Think
Most 401(k) consultants support additional services in plans for retirees.
Download White Paper Read more >
Lincoln Offers Financial Wellness Tool for Employers
After completing a simple quiz, employees are given a wellness score and actionable steps they can follow to improve that score. Read more >
Ladenburg Reveals Retirement Plan Consulting Platform
The underlying technology will be provided by Retirement Plan Advisory Group and delivered to advisers with the support of a centralized team of retirement specialist consultants. Read more >
Market Mirror
Thursday, the Dow gained 224.44 points (0.91%) to close at 24,924.89, the NASDAQ closed 107.31 points (1.39%) higher at 7,823.92, and the S&P 500 increased 24.27 points (0.87%) to finish at 2,798.29. The Russell 2000 increased 6.61 points (0.39%) to 1,690.28, and the Wilshire 5000 gained 250.79 points (0.87%) to 29,234.45.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.850%. The price of the 30-year Treasury bond decreased 4/32, bringing its yield up to 2.945%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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