Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 22nd, 2017
Regulators Release Informational Copies of 2017 Form 5500
The new forms include important modifications. Read more >
PBGC Wants to Keep Requiring Disclosures for Distressed DB Plan Terminations
The agency has requested that the OMB continue to allow it to do so. Read more >
DOL Issues ERISA Guidance for Plans Impacted by Hurricane Maria, Wildfires
The guidance covers verification procedures, timely loan and hardship withdrawal repayments, and health care coverage. Read more >
Scant Withdrawals From DC Plans in First Half of Year
The number of participants taking hardship withdrawals remained less than 1%. Read more >
Responsible Investing Strategies Still a Challenge for Advisers
Only 21% of advisers surveyed reported feeling very well informed about responsible investing strategies, and the survey found accessing ESG data is a challenge for advisers. 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
Morningstar to Unveil Office Cloud
It will enable advisers to manage their practices and portfolios Read more >
Market Mirror
Tuesday, the Dow climbed 160.50 points (0.69%) to 23,590.83, the NASDAQ closed 71.76 points (1.06%) higher at 6,862.48, and the S&P 500 was up 16.89 points (0.65%) at 2,599.03. The Russell 2000 increased 15.49 points (1.03%) to 1,518.89, and the Wilshire 5000 gained 157.57 points (0.59%) to finish at 27,019.99.   The price of the 10-year Treasury note was up 4/32, decreasing its yield to 2.357%. The price of the 30-year Treasury bond increased 15/32, bringing its yield down to 2.759%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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