Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 22nd, 2018
Most Retirees Only Withdrawing Required Minimum Distribution
A mere 21% feel confident about drawing down their retirement plan assets, Ameriprise Financial found in a survey. Read more >
ESG Investing Continues to Rise
Yet, according to ClearPoint Financial Partners, the investing strategy only accounts for less than 1% of the $7.7 trillion U.S. defined contribution (DC) retirement market.  Read more >
PSNC 2018: Educating Participants on Plan Data
Plan sponsors have a duty to alert and inform participants of any data changes, and ensure they are receiving the right education on it. Read more >
Tips for Establishing and Maintaining Plan Documents
Plan sponsors have a fiduciary duty to operate in accordance with the plan document, but an ERISA attorney shares common cases when mistakes are made. Read more >
Mandate Issued by 5th Circuit to Officially Vacate DOL Fiduciary Rule
While the deadline had already technically passed for the DOL to appeal the circuit court ruling vacating its fiduciary rule reforms, this highly anticipated move by the court is truly the end of an era. Read more >
MOST READ ARTICLES
1
Many Retirees Spending More Than They Expected
2
Progressive Plan Design Features Have Moved Down-Market
3
ERISA Litigators Reflect on Lessons Learned in 2018
4
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
5
MetLife Pension Calculations Questioned in ERISA Complaint
Sponsored message from Voya
Target Date Fund Selection: More than Active vs. Passive
Learn why glide path and asset allocation matter more than active or passive in TDFs. Read more >
BidMoni Rolls Out FiduciaryShield
The platform allows retirement plans to solicit bids from retirement plan providers. Read more >
Current Focus
How DCIO providers are positioning themselves to stand out Read more >
Market Mirror
Thursday, the Dow fell 196.10 points (0.80%) to 24,461.70, the NASDAQ closed 8.56 points (0.88%) lower at 7,712.95, and the S&P 500 was down 17.56 points (0.63%) at 2,749.76. The Russell 2000 decreased 18.04 points (1.06%) to 1,688.95, and the Wilshire 5000 lost 240.72 points (0.83%) to finish at 28,784.18.   The price of the 10-year Treasury note was up 11/32, decreasing its yield to 2.898%. The price of the 30-year Treasury bond increased 17/32, bringing its yield down to 3.046%.

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

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

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