Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 17th, 2019
Excessive Fee Suit Filed Against Greystar Management
The lawsuit accuses the sponsor of a small 401(k) plan with failing to monitor and correct excessive fees. Read more >
IRS Indicates 403(b) Initiatives Coming This Summer
However, 403(b) plans are in a remedial amendment period, and the IRS has offered much help for them to be in compliance with regulations. Read more >
As Bull Market Ages, Coaching Investors on Volatility Remains a Must
Novice investors’ reactions to stock market volatility present an endless and intriguing field of study for behavioral economists, but for financial advisers, poor client decisionmaking is a serious issue. Read more >
Many Parents Draining Savings to Help Children
The Bank of Mom and Dad is playing a major role in the U.S. housing market, according to Legal & General Group, putting some parents’ retirements at risk. Read more >
MOST READ ARTICLES
1
SECURE Act Ensnared in Senate After Flying Through House
2
Newly Allowed 401(k)s Will Need Advisers
3
Wells Fargo and Principal Can Learn From John Hancock-New York Life Deal
4
Dow, DuPont and Corteva Sued for Allegedly Ducking Pension Obligations
5
Without Infrastructure Fees, Recordkeepers Would Go Out of Business
AICPA Offers Best Practices for Benefits Record Retention
The American Institute of Certified Public Accountants issued a plan advisory that reminds plan sponsors of ERISA record retention rules and also offers best practices for protecting personal information. Read more >
The Role of Alternatives
These asset classes can soothe the effects of market volatility. Read more >
Market Mirror
Thursday, the Dow gained 214.66 points (0.84%) to finish at 25,862.68, the NASDAQ closed 75.90 points (0.97%) higher at 7,898.05, and the S&P 500 increased 25.36 points (0.89%) to 2,876.32. The Russell 2000 was up 8.97 points (0.58%) at 1,557.24, and the Wilshire 5000 climbed 258.49 points (0.88%) to 29,729.83.   The price of the 10-year Treasury note was down 6/32, increasing its yield to 2.397%. The price of the 30-year Treasury bond decreased 10/32, bringing its yield up to 2.837%.

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

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

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