Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 22nd, 2019
VALIC Rebrands to AIG Retirement Services
Rob Scheinerman, president, AIG Retirement Services, tells PLANADVISER that while the VALIC name is strong and well respected, the AIG name carries even greater recognition in the marketplace and among sponsors, consultants and participants, and relationship management teams and advisers are very excited to go to market as AIG. Read more >
Advisers Can Help Start-Up Retirement Plans Evolve
PLANSPONSOR’s 2018 Defined Contribution Survey found many start-up plans have not yet adopted plan design best practices and many are unsure about fees, but fortunately, nearly two-thirds employ the services of a retirement plan adviser or institutional investment consultant. Read more >
TIAA Enhances Retirement Income Profile Tool
Available to all annuity customers, the tool analyzes an individual’s real-time account information, along with their responses to a handful of simple lifestyle and financial questions, allowing for projections and interactive analysis of retirement income strategies. Read more >
Investment Product and Service Launches
Empower Launches Advisor Managed Accounts; Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor’s Investment Advisory Services; and more. Read more >
Retirement Plan Cybersecurity the Issue in a New Lawsuit
How Retirement Plan Advisers Justify Their Fees
Broadridge Acquisition of Fi360 Underlines RIA Fiduciary Evolution
IRS Plan Includes Guidance on Student Loan Payments and Retirement Plans
The SEC's Standard on IRA Rollovers
Advisers Boost Retirement Confidence
Advised investors are consistently more confident than are DIY investors Read more >
The 'Volatility' Conversation
Advisers can help refocus participants on their respective time horizon Read more >
Market Mirror
Thursday, the Dow gained 216.84 points (0.84%) to finish at 25,962.51, the NASDAQ closed 109.99 points (1.42%) higher at 7,838.96, and the S&P 500 increased 30.65 points (1.09%) to 2,854.88. The Russell 2000 was up 19.25 points (1.25%) at 1,562.41, and the Wilshire 5000 climbed 329.70 points (1.13%) to 29,530.25. The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.533%. The price of the 30-year Treasury bond was up 5/32, decreasing its yield to 2.964%.

Editorial: Alison Cooke Mintzer


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