Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 22nd, 2019

Limited 529 Plan Knowledge Holds Savers (and Advisers) Back

Educating people about the plans is important, as a recent Edward Jones survey found that only 29% of Americans know what the purpose of these plans are. Read more >
Republicans Propose Their Own Union Pension Funding Crisis Solution
Unlike the approach favored by Democrats in the House of Representatives, which would establish a government-backed loan programs to assist troubled union pension, this approach would permit the partition of such plans and would require accounting reforms. Read more >
What Plan Sponsor Clients Should Consider Before Joining an Open MEP
Providers of open MEPs are likely to create many different versions, and it has yet to be determined how much fiduciary responsibility plan sponsors will shoulder, MassMutual says Read more >
Investment Product and Service Launches
Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement flagship fund; and more. Read more >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Industry People Moves
Sponsored message from John Hancock
49% of workers are less productive due to financial stress
Read more about how a lot of the financial wellness buzz misses the point. Learn why – and how – our holistic, personal approach can help. Download the full 2019 report. Read more >
Addressing Profitability
When plans are no longer cost-effective, there are actions advisers can take. Read more >
Adviser Picks
In a crowded field, which providers and investments stand out? Read more >
Market Mirror
Thursday, the Dow lost 54.80 points (0.20%) to finish at 27,766.29, the NASDAQ closed 20.52 points (0.24%) lower at 8,506.21, and the S&P 500 was down 4.92 points (0.16%) at 3,103.54. The Russell 2000 decreased 7.62 points (0.48%) to 1,583.99, and the Wilshire 5000 fell 58.72 points (0.19%) to 31,607.15. The price of the 10-year Treasury note fell 25/32, increasing its yield to 1.777%. The price of the 30-year Treasury bond decreased 4/32, bringing its yield up to 2.232%.
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