Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 17th, 2019
Advisers' Future Trajectory
Firms confront a convergence of retirement plan and wealth consulting Read more >
Why Should Participant Distribution Decisions Matter to You?
Perspective on how distribution decisions can have a significant impact on both participants and plan sponsors. Read more >
Retirement Industry People Moves
Business development manager joins Transamerica; TRA increases regional sales team with new hires; Morgan Stanley adds hires to financial solutions team; and more. Read more >
Advisers Should Include Guaranteed Income in Income Strategy Discussions
A study by Greenwald & Associates and CANNEX shows those close to retirement highly value guaranteed income to supplement Social Security, and suggests advisers consistently underestimate clients’ interest. Read more >
MOST READ ARTICLES
1
A Crash Course in Social Security Maximization
2
Seniors Worried Health Care Costs Will Outpace Retirement Savings
3
CAPTRUST Pushing Ahead with Wealth Management Acquisitions
4
Process Protects Fiduciaries in Sequia Fund Performance Lawsuit
5
Fog Still Hangs Over Defunct DOL Fiduciary Rule’s Influence
IRI Offers Research, Statistics and Education About Retirement Income
Outdated withdrawal strategies and risks retirees face create a need for the use of products and solutions that guarantee income, according to the 2019 Insured Retirement Institute (IRI) Factbook. Read more >
A Precipitous Drop in ETF Flows
BlackRock and Vanguard ETFs still lead, but mutual funds eclipse them Read more >
Market Mirror
Friday, the Dow was down 17.16 points (0.07%) at 26,089.61, the NASDAQ lost 40.47 points (0.52%) to finish at 7,796.66, and the S&P 500 decreased 4.66 points (0.16%) to 2,886.98. The Russell 2000 fell 13.30 points (0.87%) to 1,522.50, and the Wilshire 5000 closed 78.83 points (0.26%) lower at 29,684.76. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.084%. The price of the 30-year Treasury bond increased 3/32, bringing its yield down to 2.588%. WEEK’S WORTH: For the week ending June 14, the Dow was up 0.41%, the NASDAQ climbed 0.70%, and the S&P 500 increased 0.47%. The Russell 2000 gained 0.54%, and the Wilshire 5000 finished 0.47% higher.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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