Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 5th, 2018
A Mere 16% of Fortune 500 Companies Offer a DB Plan
This is down from 59% in 1998, according to Willis Towers Watson Read more >
Mortgage Debt Derails Retirement Savings for Many
Among those who said they would like to save more, 56% said retirement was a top reason; however, LIMRA found that debt is a major obstacle preventing many people from saving as much as they would like. Read more >
A Passionate Defense of ESG Investing from Connecticut Treasurer
While the investing rules controlling the Connecticut public pension fund are different from those governing corporate retirement plans, the argumentation as to why gun manufacturer divestment may be the right thing to do offers some food for thought for anyone charged with the fiduciary management of retirement plan assets. Read more >
Financial Advisers Find Success Supporting Military Families
Military members using an adviser report contributing nearly double the amount to their retirement accounts on average compared with those lacking regular financial guidance. Read more >
MOST READ ARTICLES
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2018 PLANADVISER National Conference
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Rethinking Retirement Plans
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Deep Dive into DOL EBSA Enforcement Activities
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LendEDU Says Millennial Spending Habits Won't Impede Retirement Savings
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Emerging Wealth Segment Represents Opportunity for Retirement Plan Advisers
Sponsored message from MetLife Stable Value
Stable value gives employees a stronger capital preservation option
90% of advisors very often recommend stable value 83% of plan sponsors find stable value more attractive than money 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 >
Auto Enroll and Opt-In Plans Need Different Efforts to Get Participants Engaged
A study from the TIAA Institute finds focusing on financial literacy and understanding of exponential growth boosts participation and savings in an opt-in DC plan plan, while efforts targeted at procrastination tendencies do so for automatic enrollment plans. Read more >
Retirement Industry People Moves
Brokerage Solutions Firm SaveDaily Hires Industry Veteran as CEO; Business Development Director Becomes RVP at John Hancock; OM Asset Management Rebrands as BrightSphere Investment Group; and more. Read more >
Market Mirror
Friday, the Dow was down 70.92 points (0.29%) at 24,538.06, the NASDAQ closed 77.31 points (1.08%) higher at 7,257.87, and the S&P 500 increased 13.58 points (0.51%) to 2,691.25. The Russell 2000 was up 25.78 points (1.71%) at 1,533.17, and the Wilshire 5000 gained 182.92 points (0.66%) to finish at 27,879.39. The price of the 10-yeary Treasury note decreased 15/32, bringing its yield up to 2.862%. The price of the 30-year Treasury bond fell 1 1/32, increasing its yield to 3.142%. WEEK’S WORTH: For the week ending March 2, the Dow climbed 3.05%, the NASDAQ increased 1.09%, and the S&P 500 gained 2.04%. The Russell 2000 was up 1.03%, and the Wilshire 5000 finished 1.87% higher.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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