Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 4th, 2019
Bipartisan Bill Introduced to Create ERISA Annuity Safe Harbor
Two members of the U.S. House of Representatives, one a Democrat and the other a Republican, have introduced H.R. 1439, known as the Increasing Access to a Secure Retirement Act Read more >
Massachusetts Secretary Galvin Forms FinTech Working Group
The Secretary of the Commonwealth says the FinTech Working Group is the first dedicated team established by a state securities regulator specifically to provide support to, and receive advice from, fintech businesses. Read more >
Retirement Planning Behavior Differs by Financial Fragility
Almost all of those with high fragility are prioritizing being able to afford everyday bills, while those with low fragility are prioritizing saving for the future, including for retirement, according to a Society of Actuaries report. Read more >
Retirement Industry People Moves
BPAS creates 401(k) platform with ANBTX; Experienced CFP leads intellicents’ new office; and Seelaus names managing director of firm’s subsidiary. Read more >
Principal Reveals Eagerly Awaited Wells Fargo Platform Integration Strategy
SECURE Act Ensnared in Senate After Flying Through House
Jumbo Imprudence Alleged in H.E. Butt ERISA Challenge
Fiduciary Advisory Firms Sue to Block SEC’s Reg BI
MIT ERISA Lawsuit Parties Announce Settlement
Sponsored message from Ascensus
The Rapid Evolution and Retirement Needs of American Small Business
Watch this excerpt of Ascensus’ President, David Musto’s keynote at PLANADVISER National Conference Read more >
The Need to Investigate Alternatives
Courts may have expectations for fiduciaries Read more >
Lost Participants
It is sponsors’ duty to locate their terminated ‘missing persons’ Read more >
Market Mirror
Friday, the Dow gained 110.32 points (0.43%) to finish at 26,026.32, the NASDAQ closed 62.82 points (0.83%) higher at 7,595.35, and the S&P 500 increased 19.20 points (0.695) to 2,803.69. The Russell 2000 was up 14.09 points (0.89%) at 1,589.64, and the Wilshire 5000 climbed 199.23 points (0.695) to 29,102.52. The price of the 10-year Treasury note decreased 10/32, bringing its yield up to 2.755%. The price of the 30-year Treasury bond fell 30/32, increasing its yield to 3.131%. WEEK’S WORTH: For the week ending March 1, the Dow was down 0.02%, the NASDAQ gained 0.90%, and the S&P 500 increased 0.39%. The Russell 2000 decreased 0.03%, and the Wilshire 5000 finished 0.40% higher.

Editorial: Alison Cooke Mintzer


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