Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 11th, 2018
ERISA Attorneys Help Digest DOL’s ‘Confusing’ Fiduciary Rule FAB 2018-02
Expert attorneys warn the new non-enforcement policy binds only the DOL and IRS; state regulators and private plaintiffs could potentially seek to bring an action for alleged non-compliance with impartial conduct standards. Read more >
LifeYield Partners with United Planners on Tax Efficiency Scores
Through a new strategic partnership boosting its direct-to-adviser footprint, LifeYield will make its proprietary Taxficient Score available to United Planners’ nearly 500 financial advisers. Read more >
New Plan From OneAmerica Offers Participants Guaranteed Lifetime Income
“OnePension is a good fit at the workplace for plan sponsors wanting to provide participants an annuity (guaranteed lifetime income) to ensure that employees, once their working career is finished, have retirement income,” says Pete Welsh, vice president and managing principal, OneAmerica Retirement Services. Read more >
Investment Products and Services Launches
Broadridge and Morningstar Partner to Help Investment Manager Identify Adviser and Consultant Sales Opportunities; Advantus Rebrands as Securian Asset Management; and Northern Trust to Provide Services for New Morningstar Funds. Read more >
2018 Plan Sponsor of the Year Winners
Get to know the winners of the 2018 Plan Sponsor of the Year awards; their stories can help your retirement plan clients generate new ideas and embrace progressive plan design. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Sponsored message from Prudential
The Power of the Wellness Effect
Three keys to maximizing the impact of financial wellness programs. Download the white paper. Read more >
Working Down-Market
What micro plans look for and how to meet those expectations profitably Read more >
Retirement Income Options
Helping sponsors sort out what’s best for retiring workers Read more >
Market Mirror
Thursday, the Dow increased 196.99 points (0.80%) to 24,739.53, the NASDAQ gained 65.07 points (0.89%) to finish at 7,404.98, and the S&P 500 climbed 25.28 points (0.94%) to 2,723.07. The Russell 2000 was up 7.66 points (0.48%) at 1,603.71, and the Wilshire 5000 closed 231.21 points (0.82%) higher at 28,309.83.   The price of the 10-year Treasury note increased 9/32, bringing its yield down to 2.963%. The price of the 30-year Treasury bond climbed 1 0/32, decreasing its yield to 3.110%.
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