Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 11th, 2019
Ways to Combat Leakage
The Savings Preservation Working Group says that at least 33% and as many as 47% of plan participants withdraw part or all of their retirement savings when switching jobs. Read more >
The Pros and Cons of Rolling Money Over to an IRA
Experts see more value for participants to move their money from one 401(k) to another 401(k) than from a 401(k) to an individual retirement account. Read more >
Retirement Industry People Moves
MassMutual hires managing directors for DC retirement plans; Cohen & Steers appoints Sony Music VP to board of directors; FTJ Retirement Advisors partners with retirement planning marketplace company; and more. Read more >
Class Certification
Sometimes a plaintiff can file breach of duty claims directly. Read more >
15th Anniversary of Retirement Plan Adviser of the Year
Inheritance Pathways Exist to Replace Stretch IRAs
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Weighing 403(b)s versus 401(k)s for Nonprofits
Sponsored message from ICMA-RC
Keeping Stable Valule Options Stable
15% of participants select a stable value option for their DC plan account if one is made available to them—about twice as many as those participants selecting money market funds—making stable value a significant part of a plan lineup. Read more >
An IPS ‘Sets’ The Standard
Once adopted, the document must be followed. Read more >
SEC Issues Proxy Guidance
Noted are proxy voting duties and rules for advisers. Read more >
Market Mirror
Friday, the Dow was up 6.44 points (0.2%) at 27,681.24, the NASDAQ climbed 40.80 points (0.48%) to 8,475.31, and the S&P 500 increased 7.90 points (0.26%) to 3,093.08. The Russell 2000 gained 4.87 points (0.31%) to finish at 1,598.86, and the Wilshire 5000 closed 87.83 points (0.28%) higher at 31,505.09.   The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.942%. The price of the 30-year Treasury bond decreased 15/32, bringing its yield up to 2.425%.   WEEK’S WORTH: For the week ending November 8, the Dow climbed 1.22%, the NASDAQ gained 1.06%, and the S&P 500 finished 0.85% higher. The Russell 2000 was up 0.60%, and the Wilshire 5000 increased 0.76%.  
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