Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 25th, 2018
Millennials Better Prepared for Retirement than Their Parents
More than half have set specific retirement goals, J.D. Power learned in a survey Read more >
Settlement Preliminarily Approved in University of Chicago Excessive Fee Suit
According to the settlement agreement, the university has already made changes to the investment lineup for its 403(b) plans Read more >
Data Scientists Play New Role in Financial Services Vertical
Speaking to attendees of the 2018 DataDisrupt conference in New York, Morningstar’s first chief data officer reflected on the recent creation of his role and what it says about the future of financial services. Read more >
DOL Announces Fiduciary Responsibilities Seminar in Chicago
Its “Getting It Right – Know Your Fiduciary Responsibilities” seminar will be held in Chicago, on July 10. Read more >
Most Recordkeepers Are Insurers
Highlights of BrightScope’s proprietary research 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
Researchers Explain Benefits of Global Bond Markets Allocation
Researchers from Vanguard say an investment that includes the bonds of all markets and issuers would theoretically benefit from the greater number of issues, securities, and markets, and their imperfect correlations through time, but they stress the importance of hedging against currency risk. Read more >
Investment Products and Services Launches
Vanguard Creates World Bond ETF, and Barrow Hanley Introduces Bank Loan Investment Strategy. Read more >
Market Mirror
Thursday, the Dow closed 75.05 points (0.30%) lower at 24,811.76, the NASDAQ was down 1.53 points (0.02%) at 7,424.43, and the S&P 500 decreased 5.53 points (0.20%) to 2727.76. The Russell 2000 was virtually unchanged at 1,628.22, and the Wilshire 5000 closed 53.04 points (0.19%) lower at 28,391.12.   The price of the 10-year Treasury note was up 6/32, decreasing its yield to 2.972%. The price of the 30-year Treasury bond increased 18/32, bringing its yield down to 3.124%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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