Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 8th, 2018
SEC Modernizes Delivery of Fund Reports
The Commission is also seeking public feedback on fund disclosure and the fees that intermediaries charge funds for delivering fund reports. Read more >
Most Americans Don’t Know How Much They’ll Need, to Retire
Among those who have made an estimate, the median amount is $650,000, learned in a survey. Read more >
Tax Reform, Fiduciary Rule Impact 403(b) and 457(b) Plans
The National Tax-Deferred Savings Association updates its reference guide ‘The Source’ to reflect last year’s tax reform and the DOL fiduciary rule derailment. Read more >
Financial Wellness Programs That Follow Up Are the Most Effective
It also helps to offer financial education continuously, according to the Pension Research Center at The Wharton School at the University of Pennsylvania 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 T. Rowe Price
Health Care: Using Health Savings Accounts Wisely
Help plan sponsors and individuals understand savings options. Download the white paper. Read more >
Americans Turning to Humans More So Than Technology for Financial Advice
When it comes to making financial decisions, 81% of Americans are most likely to turn to a financial adviser over their closest confidants, including wealthiest friends (70%), older generations (69%) and even finance apps (50%), Merrill Edge found. Read more >
Securian Launches Open MEP
Securian Financial provides recordkeeping services and an investment platform for the solution designed for small and mid-sized employers, along with easy access to account tools and resources through a secure website, and it has teamed up with two other industry professionals to provide fiduciary services. Read more >
Market Mirror
Thursday, the Dow increased 95.02 points (0.38%) to 25,241.41, the NASDAQ closed 54.17 points (0.70%) lower at 7,635.07, and the S&P 500 was down 1.98 points (0.07%) at 2,770.37. The Russell 2000 decreased 8.17 points (0.49%) to 1,667.77, and the Wilshire 5000 decreased 38.32 points (0.13%) to 28,896.84.   The price of the 10-year Treasury note increased 14/32, bringing its yield down to 2.921%. The price of the 30-year Treasury bond climbed 30/32, decreasing its yield to 3.074%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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