Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 15th, 2019
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest
Out of five witnesses called before the House Subcommittee on Investor Protection, Entrepreneurship and Capital markets, just one spoke favorably about the SEC’s conflict of interest regulations—and his support was conditioned on the SEC taking further action in this area. Read more >
Trends in DC Plan Market to Propel Greater Interest in Managed Accounts
Cerulli believes managed accounts will continue to gather assets as a customized solution for a targeted cohort of a plan’s overall participant population, as well as address decumulation and financial wellness concerns. Read more >
Automatic Enrollment a Major Factor in Rise of DC Plan TDF Use
A Vanguard analysis still finds both “pure TDF investors,” or those who hold only a single TDF, and “mixed investors”—investing in a TDF in combination with other investments (or, rarely, hold multiple TDFs). Read more >
Investment Support for Participants on the Rise
Employers are offering this assistance in a variety of ways, including managed accounts, target-date funds and investment advice, according to PSCA. Read more >
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Few Retirees Keep Assets in Their DC Plan
Participants who were age 60 or older when they retired were more likely to keep assets in the plan if it permitted installment payments, according to Alight Solutions. Read more >
End-of-Life Planning Outstrips Retirement Care Planning Among Baby Boomers
Two-thirds of middle-income Boomers know someone who has required retirement caregiving, either in their home or in a nursing home, yet few Boomers are taking action to plan for this likelihood. Read more >
Market Mirror
Thursday, the Dow was up 7.05 points (0.03%) at 25,709.94, the NASDAQ decreased 12.50 points (0.16%) to 7,630.91, and the S&P 500 was down 2.44 points (0.09%) at 2,808.48. The Russell 2000 lost 6.25 points (0.40%) to finish at 1,549.63, and the Wilshire 5000 closed 31.12 points (0.11%) lower at 29,064.46. The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.627%. The price of the 30-year Treasury bond decreased 16/32, bringing its yield up to 3.044%.

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

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