Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 16th, 2018
Legislation Would Boost Retirement Plans for Small Businesses
It would raise the contribution limits for SIMPLE plans and modernize form filing requirements. Read more >
Fi360 Sees More Interest from Wealth Advisers
Previewing two new Fiduciary Focus Toolkit reports that help plan advisers optimize their workflow, Fi360’s product strategy leader pointed to increased interest in fiduciary support among traditionally wealth-focused firms. Read more >
Retirement Industry People Moves
Carillon Tower Advisers Adds Array of Sales Team Members; Kestra Financial Partners with Merrick Financial; Russell Investments Hires Regional Investment Consultants; and more Read more >
Investment Product and Service Launches
Ticker Tocker and Tradier Integrate to Offer Unlimited Commission-Free Equity Trades; DWS Creates Additional Xtrackers ETFs;  Hueler Analytics Creates Due Diligence Feature Aimed at Fiduciaries; and more. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from J.P. Morgan
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Conventional 401(k) searches start with choosing a recordkeeper then a TDF manager. What if there is another way? Discover how reversing this search order allows you to maintain a prudent plan selection while taking advantage of potential discounts.   VIEW THE CASE STUDY > Read more >
Survey Links Optimism to Health
The connection even affects how retirees manage their money Read more >
Few Advisers Plan for Succession
A mere 27% have a formal plan, but within 5 years of retirement, it’s 40% Read more >
Market Mirror
Friday, the Dow closed 94.52 points (0.38%) higher at 25,019.41, the NASDAQ was up 2.06 points (0.03%) at 7,825.98, and the S&P 500 increased 3.02 points (0.11%) to 2,801.31. The Russell 2000 was down 3.20 points (0.19%) at 1,687.08, and the Wilshire 5000 increased 26.93 points (0.09%) to 29,261.38.   The price of the 10-year Treasury note was up 5/32, decreasing its yield to 2.828%. The price of the 30-year Treasury bond increased 9/32, bringing its yield down to 2.930%.   WEEK’S WORTH: For the week ending July 13, the Dow gained 2.30%, the NASDAQ finished 1.9% higher, and the S&P 500 increased 1.50%. The Russell 2000 decreased 0.41%, and the Wilshire 5000 was up 1.36%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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