Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 8th, 2019
Financial Wellness Programs Make a Marked Difference in Retirement Preparedness
Over the course of five years, the percentage of those who feel they are prepared for retirement more than doubled. Read more >
Underlying Findings About Retirement Confidence Show Worker Concerns
Many workers feel unprepared for health expenses in retirement, have not prepared very well and plan to work later, the EBRI Retirement Confidence Survey found. Read more >
Gig Workers Receptive to Financial Advice
Overall, gig workers report more difficulty with nearly all financial tasks, a Hearts & Wallets survey found. Read more >
State-Based Fiduciary Standards
Some legislators and regulators act to fill a perceived void Read more >
Inheritance Pathways Exist to Replace Stretch IRAs
SECURE Act Update: Revisions to Model Rollover Notices
Washington Update: Industry Turns Attention to Portman-Cardin Bill
FINRA Wants to Help You With Reg BI Compliance
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Managed Accounts as the QDIA
Advisers make a difference in some cases, but not all Read more >
Unified Trust Builds Second 401(k) Rollover Solution
The Rollover Wizard tool comes two years after Unified Trust created its Managed Rollover Solution, and analyzes benefits, fees and service models. Read more >
Market Mirror
Tuesday, the Dow closed 473.39 points (1.79%) lower at 25,965.09, the NASDAQ lost 159.53 points (1.96%) to finish at 7,963.76, and the S&P 500 was down 48.42 points (1.65%) at 2,884.05. The Russell 2000 fell 32.66 points (2.02%) to 1,582.31, and the Wilshire 5000 decreased 506.55 points (1.67%) to 29,837.14.   The price of the 10-year Treasury note was up 9/32, decreasing its yield to 2.454%. The price of the 30-year Treasury bond increased 22/32, bringing its yield down to 2.865%.
rss icon twitter icon linkedin-in icon
Strategic Insight was recently acquired by ISS. Learn more.
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2020 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850