Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 15th, 2018
Reflections on a Dramatic Year for Retirement Plan Regulation
From the unexpected derailment of the DOL fiduciary rule to the expanding debate about so-called ‘open MEPs,’ your plan sponsor clients face a tremendous amount of uncertainty in 2018. Read more >
Myths and Realities About Spending in Retirement
Some people are running out of money in retirement, but many are refusing to spend and are living below their means. Are they doing so out of fear, or do they just not need as much? Read more >
Investors in U.S. Equity Funds Earned 8.32% a Year Over the Past Decade
This compares to 8.93% for the average fund, making a shortfall of 0.61 percentage points, Morningstar says. Read more >
More Than Half of Advisers Say Clients Ask Them About Social Security
Yet, only 13% of workers have discussed Social Security with an adviser. Read more >
TOP 100 Retirement Plan Advisers
What Is a DOL Adviser Investigation Like?
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes
Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit
Sponsored message from Prudential
The Power of the Wellness Effect
Three keys to maximizing the impact of financial wellness programs. Download the white paper. Read more >
Fidelity’s HSA Assets Grow to $3 Billion
This is a 50% increase from 2017 Read more >
Investment Product and Service Launches
Franklin Templeton Creates Additional Active Funds; Hartford Funds Presents ETF Focused on Fixed Income; First Trust Introduces Actively Managed ETF; and more. Read more >
Market Mirror
Thursday, the Dow gave up 25.89 points (0.10%) to finish at 25,175.31, the NASDAQ gained 65.34 points (0.85%) to close at 7,761.04, and the S&P 500 was up 6.86 points (0.25%) at 2,782.49. The Russell 2000 was up 8.19 points (0.49%) to finish at 1,684.72, and the Wilshire 5000 gained 82.86 points (0.28%) at 29,065.85. The price of the 10-year Treasury note was up 8/32, decreasing its yield to 2.937%. The price of the 30-year Treasury bond was up 21/32, decreasing its yield to 3.053%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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