Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 2nd, 2018
Americans Plan to Turn to Advisers for Tax Reform Guidance
The Tax Cuts and Jobs Act has also increased Americans’ appetite for equities. Read more >
DISRUPTION: 3(38) Market Leader CAPTRUST Talks Growth Trends
“If the whole DC plan advisory industry could have a do-over from say, 20 years ago, I think there would probably be much more of an emphasis from a lot of different firms on the 3(38) arrangement,” says CAPTRUST CEO Fielding Miller; in an exclusive interview, he describes in detail the firm’s success building scale in the 3(38) fiduciary advice market. Read more >
Register Now for the 2018 PLANADVISER National Conference
Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year, gather in Orlando, Florida, for three days of discussion and debate; reserve your spot today for the 2018 event. Read more >
Micro Plans Have Ample Room for Improvement
Like most retirement plans, on average, micros appear to have ample room for improvement, with an average participation rate of 77%, only slightly below the 79% rate among plans of all sizes, and an average balance of $78,546, trailing the $97,903 average for the broad sweep of plans. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
Sponsored message from OppenheimerFunds
Discipline and Consistency: The Case for Staying Investing for the Long Term.
Click to watch. Read more >
Trend for Accelerating DB Funding Set by Largest Plans
“We expect others in the industry will take similar actions,” says Justin Owens, director, Client Strategy & Research, Russell Investments. Read more >
Investment Products and Services Launches
Wilmington Trust to Support Franklin Templeton CITs; Ryan Labs Releases Strategy for Corporate and Public Pensions; and TriLine Issues Energy-Related ETF. Read more >
Market Mirror
Thursday, the Dow lost 420.22 points (1.68%) to finish at 24,608.98, the NASDAQ closed 92.45 points (1.27%) lower at 7,180.56, and the S&P 500 decreased 36.16 points (1.33%) to 2.677.67. The Russell 2000 was down 5.06 points (0.33%) at 1,507.39, and the Wilshire 5000 fell 420.55 points (1.50%) to 27,696.47.   The price of the 10-year Treasury note increased 15/32, bringing its yield down to 2.810%. The price of the 30-year Treasury bond climbed 20/32, decreasing its yield to 3.093%.
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