Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 9th, 2018
Court Finds Pension Trustee Guilty of Embezzlement
The trustee is ordered to pay $234,271 in restitution, serve a year of probation and is barred from serving as a fiduciary to a benefit plan for 13 years. Read more >
BlackRock DC Pulse Survey Data Points of Interest
The annual report from BlackRock offers quite a deep dive into the large 401(k) plan population; highlighting many well-known retirement industry trends, but also a few that are less well-observed. Read more >
Investment Products and Services Launches
Putnam Announces New Pricing for TDFs; First Trust to Launch AI and Robotics ETF; and Vanguard Launches Factor-Based ETFs. Read more >
403(b)s: Similar but Different
For instance, compared with others, these plans are less apt to offer loans Read more >
Bob Doll Is Optimistic
Nuveen’s senior portfolio manager’s 10 predictions Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
Sponsored message from American Funds
Talk to Plan Sponsors about Health Savings Accounts
Click to view Read more >
Steady Growth
Highlights of BrightScope’s proprietary research Read more >
BlackRock Tops 2017 ETF Flows
The firm garners $203.2 million Read more >
Market Mirror
Thursday, the Dow closed 93.85 points (0.38%) higher at 24,895.21, the NASDAQ increased 31.30 points (0.42%) to 7,427.95, and the S&P 500 was up 12.17 points (0.45%) at 2,738.97. The Russell 2000 was down 2.57 points (0.16%) at 1,571.96, and the Wilshire 5000 gained 118.49 points (0.42%) to finish at 28,404.20.   The price of the 10-year Treasury note was up 6/32, decreasing its yield to 2.863%. The price of the 30-year Treasury bond increased 12/32, bringing its yield down to 3.129%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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