Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 16th, 2018
Report Reveals Savings Strategies and Products Needed
A Hearts & Wallets report reveals that of 49.4 million working Americans with less than $50,000 in investable assets, 33 million “wish they were doing a better job saving,” and the market for income management for new retirees is a sizable one. Read more >
SEC Proposes Changes to Public Liquidity Risk Management Disclosure
Instead of making the disclosure on Form N-PORT on a quarterly basis, firms would discuss their liquidity risk programs in their annual statements. Read more >
DISRUPTION: Insider Service and Strategy Talk With PGIM
In an exclusive interview with PLANADVISER, PGIM Head of Institutional Defined Contribution Josh Cohen offers some guidance to advisers speaking with plan sponsors about litigation, fiduciary risk and progressive plan design. Read more >
Millennials Doubt Happy Retirement Will Exist
The majority believe they will have to work much longer than previous generations, Prudential learned in a survey Read more >
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from Ascensus
The 2018 PLANADVISER Micro Plan Survey
What Plan Sponsors and Advisers Need to Know. Read more >
Investment Products and Services Launches
oekom Research Joins ISS, Renames Brand; T. Rowe Price Releases Multi-Strategy Fund; BNY Mellon Launches Core Plus Fund; and more. Read more >
Advisers Expect Increased Demand in ESG
Already, 18% offer socially conscious funds in their practice Read more >
Market Mirror
Thursday, the Dow finished 115.54 points (0.47%) higher at 24,873.66, the NASDAQ decreased 15.07 points (0.20%) to 1,481.74, and the S&P 500 was down 2.15 points (0.08%) at 2k,747.33. The Russell 2000 lost 7.69 points (0.49%) to finish at 1,576.62, and the Wilshire 5000 closed 62.27 points (0.22%) lower at 28,466.25.   The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.825%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 3.055%.
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