Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 18th, 2018
Plan Sponsor Challenged in a Lawsuit for Using Untested Hewitt Funds
The plaintiffs say that since these experimental funds were added to the plan in 2013, they have consistently underperformed their benchmarks, and have underperformed the funds they replaced by tens of millions of dollars Read more >
Americans Remained Committed to Their 401(k)s in 2017
Only 2.7% discontinued contributions, according to the ICI. Read more >
Assets, Not Age, Will Determine Retirement Date for Many
Defining retirement goals by a particular age can be risky, according to LIMRA Secure Retirement Institute research, as it doesn’t account for the actual savings and assets available to support the person in retirement. Read more >
Millennials Increasingly Embrace Roth and Traditional IRAs
The percentage of people who contributed to their Fidelity IRA in Q1 2018 increased 14% over a year ago; among Millennials, IRA contributions increased even more. Read more >
Don’t Let Average be Your Benchmark
Active bond managers have outperformed passive over the last ten years in a variety of market conditions.* The more challenging the market environment, the more investors need an active approach to help them achieve their objectives. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
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Parents Keeping Retirement Savings Separate From Retirement Savings
Only 10% plan to tap their retirement savings to help fund their child’s college education. Read more >
Investment Products and Services Launches
TD Ameritrade Adds ESG Investment Models and First Trust Creates Index-Based ETF. Read more >
Market Mirror
Thursday, the Dow closed 54.95 points (0.22%) lower at 24,713.98, the NASDAQ decreased 15.82 points (0.21%) to 7,382.47, and the S&P 500 was down 2.33 points (0.09%) at 2,720.13. The Russell 2000 increased 8.92 points (0.55%) to 1,625.29, and the Wilshire 5000 was up 5.85 points (0.02%) at 28,328.84.   The price of the 10-year Treasury note was down 2/32, increasing its yield to 3.106%. The price of the 30-year Treasury bond decreased 19/32, bringing its yield up to 3.249%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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