Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 20th, 2018
Millennials Reluctant to Invest in the Market
However, there are things retirement plan advisers and sponsors can do to encourage them to take on more risk Read more >
District Court Denies Independent Contractors’ Eligibility Arguments, ERISA Suit
“ERISA’s limitations on who employers can exclude from ERISA plans are very narrow,” the decision states. “The law prohibits an employer from denying participation in an ERISA plan on the basis of age or length of service. Other than that, any bases for exclusion from a plan are permissible.” Read more >
RBC Wealth Management Revamps Practice Management Support
The firm is launching a new adviser support program featuring dedicated coaches and customized online tools to support firm growth and improve the client experience. Read more >
Investment Product and Service Launches
Northern Trust Creates Private Equity and Hedge Fund Service Group; Impax Introduces ESG-Focused Fund; OneAmerica to Offer Russell Investments Managed Accounts; 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 Schwab Retirment Plan Services, Inc.
Three Key Insights to Consider for Building Confidence and Improving Outcomes
Insights on how using increased levels of guidance and advice may help build better outcomes for your clients’ employees Read more >
The Status of Company Matches
Overall, 73.7% of plans offer a match, down from 74.7% last year Read more >
The Value of HSAs
Adding a new revenue stream to your practice Read more >
Market Mirror
Thursday, the Dow lost 134.79 points (0.53%) to finish at 25,064.50, the NASDAQ was down 29.15 points (0.37%) at 7,825.30, and the S&P 500 closed 11.13 points (0.40%) lower at 2,804.49. The Russell 2000 increased 9.44 points (0.56%) to 1,701.31, and the Wilshire 5000 decreased 112.39 points (0.38%) to 29,326.27.   The price of the 10-year Treasury note increased 10/32, bringing its yield down to 2.836%. The price of the 30-year Treasury bond climbed 18/32, decreasing its yield to 2.959%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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