PLANADVISERdash – March 4, 2020

Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR

March 4th, 2020

Finding Real Financial Wellness in the Workplace

Financial wellness programs are most effective when the different points of focus are carefully coordinated—and when employees see that their employers genuinely care about their financial wellbeing. Read more >

When Target-Risk Makes More Sense Than Target-Date

The reason why target-risk funds gave way to target-date funds is the perceived simplicity of just using one’s retirement date to set the portfolio’s investment risk tolerance—but this approach doesn’t work optimally for all participants. Read more >

Sharing Ownership

Through the start of the 21st century, retirement plan sponsors viewed company stock as an inexpensive means of adding an asset to the retirement benefits package and rewarding employees for the company’s performance. But that has been changing steadily over the past decade-and-a-half. Read more >

Make It Last

While receiving a lump sum at retirement might not hold the same surprise as a golden ticket, people still have trouble managing the money: A MetLife study in 2016 among about 1,000 adults receiving lump sums from retirement plans or lawsuit settlements found that, on average, one in five had depleted the funds within 5.5 years. Read more >

MOST READ ARTICLES

Retirement Plan Advisers Might Help Lessen ERISA Lawsuits by Adding Defensive Provisions

T. Rowe Price Agrees to Settle Proprietary Funds Lawsuit for $7 Million

Retirement Industry People Moves

Judge Dismisses Most Claims in Intel ERISA Lawsuit

Employees More Concerned About Immediate, Rather Than Future, Financial Needs

Consolidation Pressures

The pressure for financial services firms to scale and the pervasiveness of prepared buyers who hold significant capital in a low interest rate environment” continue to fuel record transaction activity. Read more >

2020 PLANADVISER Micro Plan Survey

Micro plans have much to gain from adviser help with fiduciary matters. Read more >

Market Mirror

Tuesday, the Dow lost 785.91 points (2.94%) to finish at 25,917.41, the NASDAQ closed 268.08 points (2.99%) lower at 8,684.09, and the S&P 500 decreased 86.86 points (2.81%) to 3,003.37. The Russell 2000 dropped 32.41 points (2.13%) to finish at 1,486.08, and the Wilshire 5000 fell 847.22 points (2.70%) to 30,569.17. The price of the 10-year Treasury noted increased 1 6/32, bringing its yield down to 1.005%. The price of the 30-year Treasury bond climbed 2 30/32, decreasing its yield to 1.608%.

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