Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 26th, 2018
Plans Offering Roth Accounts Have Doubled in the Past Decade
Sixty-three percent of retirement plans now offer them, the Plan Sponsor Council of America found. Read more >
DOL Fiduciary Rule Ambiguity Mustn’t Derail Quality Client Service
With so much uncertainty now overhanging the future of the DOL fiduciary rule expansion, the onus is squarely on advisers, broker/dealers and recordkeepers to decide how they will respond; we hear from one small advisory firm in Northern Ohio that will carry on with business as usual. Read more >
Gen Xers on Shaky Retirement Planning Ground
IRI President and CEO Cathy Weatherford says financial advisers are uniquely positioned to help Gen X effectively plan for their retirement concerns. Read more >
Empower Engages Quovo to Present Holistic Financial Picture to Retirement Plan Participants
Leveraging Quovo’s capabilities, Empower will pull real-time data from all of a participant’s income sources, savings and investment accounts and integrate those factors with demographic data into a planning experience using the input of investment professionals and Empower proprietary technology. 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
Retirement Industry People Moves
Voya Hires Sales Executive for Small-Mid Business; OppenheimerFunds Adds to CEO Advisor Institute’s Executive Consulting Team; Vanguard Promotes Four Professionals Within Fixed Income Group; and more. Read more >
PLANADVISER Top 100 Retirement Plan Advisers
Advisers who have reached the top of their respective peer groups in terms of assets under advisement (AUA) or number of retirement plan clients, including defined contribution (DC), defined benfit (DB) and nonqualified plans. Read more >
Market Mirror
Friday, the Dow closed 424.69 points (-1.77%) down to 23,533.20, the NASDAQ lost 174.01 points (-2.43%) to finish at 6,992.67, and the S&P 500 shed 55.43 points (-2.10%) to end at 2,588.26. The Russell 2000 fell 33.79 points (-2.19%) to 1,510.08 and the Wilshire 5000 lost 564.27 (-2.05%) to finish at 26,912.64. The price of the 10-year Treasury bond increased 2/32, bringing its yield to -2.817%. The price of the 30-year Treasury bond increased 2/32, bringing its yield to -3.061%. WEEK’s WORTH: For the week ending March 23, the Dow fell 5.71%, the NASDAQ fell 6.54%, and the S&P 500 lost 5.95%. The Russell 2000 was down 4.79%, and the Wilshire 5000 finished 5.72% lower.
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