Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 1st, 2018
Franklin Templeton Report Tackles 529 Plan Myths
As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers have highlighted the opportunities presented by 529 plans. Read more >
IRS Issues How-To Guidance for Prorating Short Plan Years
Two new IRS publications lay out important rules and clarifications for when and how to prorate compensation and benefit limits for short plan years. Read more >
Chartered SRI Counselor Designation Introduced By CFFP
According to the College for Financial Planning, investors of all kinds are clamoring for more information about sustainable investments and corporate responsibility. Read more >
Reported Gifts to Grads Indicates Millennials Understand Financial Issues Facing Them
Millennials are more likely than Gen Xers or Baby Boomers to give the gift of help with financial obligations, such as student loan payments and bills; financial education tools; and shares of stocks, bonds, mutual funds, etc. 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 Ascensus
State-Run Retirement Plans: The Adviser Opportunity
An Interview with David Musto, President, and Bob Guillocheau, Chariman & CEO at Ascensus Read more >
IRS Reminds Non-Electing Church Plans of Qualification Requirements
While non-electing church plans are not subject to most ERISA requirements, they are subject to pre-ERISA regulations. Read more >
Investment Products and Services Launches
MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans. Read more >
Market Mirror
Thursday, the Dow fell 251.94 points (1.02%) to 24,415.84, the NASDAQ closed 20.34 points (0.27%) lower at 7,442.12, and the S&P 500 decreased 18.74 points (0.69%) to 2,705.27. The Russell 2000 was down 14.38 points (0.87%) at 1,633.61, and the Wilshire 5000 lost 196.31 points (0.69%) to finish at 28,218.46.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.860%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 3.025%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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