Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 20th, 2018
Most Claims in Franklin Templeton Self-Dealing Suit Moved Forward
However, a federal judge gave the firm a win on a claim that its recordkeeping fees were unreasonable. Read more >
Setting Defaults and Auto-Escalations Too Low May Undermine their Power
In addition, a person invested in a stable value fund versus someone invested in a target-date fund could end up with a balance as much as 59% lower, BlackRock says. Read more >
UBS Initiates Rollout of Financial Wellness Offering
UBS Equity Plan Advisory Services released financial wellness digital content offering to equity compensation plan participants, which the firm says is a step towards a broader workplace financial wellness rollout to its corporate clients. Read more >
myStockOptions.com Updates Website With Education on Tax Reform
myStockOptions.com has updated its website with information on the 2018 Tax Cuts & Jobs Act. Read more >
MOST READ ARTICLES
1
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
2
Edward Jones Self-Dealing ERISA Challenge Leads to $3M Settlement
3
Many Retirees Spending More Than They Expected
4
Pension Plan Glide Paths Need to Evolve
5
ERISA Litigators Reflect on Lessons Learned in 2018
Sponsored message from Lincoln Financial Group
Introducing Lincoln WellnessPATH℠
Give your employees a clear path toward financial wellness with WellnessPATH℠ from Lincoln. A tool that provides a personalized score and actionable results so they can be more financially confident. Read more >
Ups, Downs of Balanced Funds
Just 8.9% of plans employ these funds as their default investment Read more >
Cash Balance Plans on the Rise
As participants approach retirement, the plans let them “turbo-charge their saving.” Read more >
Market Mirror
Yesterday, the Dow dropped 395.78 points (1.56%) to 25,017.44, the NASDAQ fell 219.40 points (3.03%) to 7,028.48, and the S&P 500 lost 45.54 points (1.66%) to finish at 2,690.73. The Russell 2000 closed 30.99 points (2.03%) lower at 1,496.54, and the Wilshire 5000 plunged 503.88 points (1.79%) to 27,702.31.   The price of the 10-year Treasury note was up 1/32, decreasing its yield to 3.062%. The price of the 30-year Treasury bond was down 3/32, increasing its yield to 3.322%.

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

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

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