Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 19th, 2018
ESOP Knowledge Can Provide Real Adviser Differentiation
In an interview with PLANADVISER, Jerry Ripperger, vice president of consulting at Principal, highlights a new, fee website the firm has rolled out to help advisers and their clients explore the potential benefits of launching employee stock ownership plans as part of a broader ownership transition. Read more >
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
The latest decision out of the Fifth U.S. Circuit Court of Appeals throws a dramatic new element of confusion into the epic regulatory saga that has been the rollout of the Department of Labor fiduciary rule. Read more >
Addressing DC Plan Participant Behaviors With Predictive Analytics
Using “predictive analytics” means using data, technology and tools to look at what has happened to anticipate what an individual might do in the future and address potential behavior that may hurt retirement outcomes. Read more >
Broad-Based Financial Education Found to Be Ineffective
Instead, programs need to be tailored to each individual’s specific financial goals. Read more >
Why Small Business Owners Often Resist 401(k)s
What Exactly Is Driving the Great Resignation?
John Hancock Defeats ERISA Foreign Tax Credit Lawsuit
Retirement Industry People Moves
Risks and Rewards of Managed Accounts
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Two ESOP Bills Progress in Congress
Both aim to promote employee ownership and have bipartisan support. Read more >
Active Fund Manager Performance History Doesn’t Tell Whole Picture
The SPIVA Scorecard of active fund managers produced by S&P Dow Jones Indices shows long-term underperformance of active managers, but Steve Deschenes, with Capital Group, takes issue with the active versus passive debate. Read more >
Retirement Industry People Moves
External Wholesaler Joins BPAS; Lincoln Employs Sales Directors to Retirement Distribution Team; Mid Atlantic Partners with Parthenon and Waterfall; and more. Read more >
Market Mirror
Friday, the Dow closed 72.85 points (0.29%) higher at 24,946.51, the NASDAQ was virtually unchanged at 7,481.99, and the S&P 500 was up 4.68 points (0.17%) at 2,752.01. The Russell 2000 increased 9.43 points (0.60%) to 1,586.05, and the Wilshire 5000 gained 78.92 points (0.28%) to finish at 28,545.18.   The price of the 10-year Treasury note was down 4/32, increasing its yield to 2.844%. The price of the 30-year Treasury bond decreased 12/32, bringing its yield up to 3.078%.   WEEK’S WORTH: For the week ending March 16, the Dow fell 1.54%, the NASDAQ decreased 1.04%, and the S&P 500 lost 1.24%. The Russell 2000 was down 0.69%, and the Wilshire 5000 finished 1.09% lower.
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