Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 30th, 2018
Strategies to Maximize Social Security and Medicare
When to start taking Social Security is one of the most important, and complicated, financial decisions a person can make. Read more >
Helping DB Plan Clients Plan for 2019 and Beyond
Willis Towers Watson offers investment considerations for sponsors of defined benefit plans. Read more >
Employers Describe Financial Wellness Initiatives as Pilot or Ad Hoc Programs
Few employers surveyed by the Employee Benefit Research Institute (EBRI) currently consider the financial wellness initiatives as “holistic” programs, and they noted challenges to offering these programs. Read more >
Milliman Launches Account Lock Feature
The solution allows participants to “lock down” their accounts to prevent any distributions or loans from being initiated. Read more >
Fiduciary Insurance Is Critical
Insurers scrutinize potential customers more carefully Read more >
MOST READ ARTICLES
1
15th Anniversary of Retirement Plan Adviser of the Year
2
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
3
Inheritance Pathways Exist to Replace Stretch IRAs
4
Weighing 403(b)s versus 401(k)s for Nonprofits
5
Retirement Industry People Moves
Retirement Income Conversations Drive New Wells Fargo Resource
To help improve participant planning, the Retirement Income Planning Center provides resources to help create a retirement budget and income plan, which Wells Fargo says are two essentials for determining whether one is on track for retirement. Read more >
Investment Product and Service Launches
Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more. Read more >
Market Mirror
Thursday, the Dow was down 27.59 points (0.11%) at 25,338.84, the NASDAQ lost 18.51 points (0.25%) to finish at 7,273.08, and the S&P 500 closed 5.99 points (0.22%) lower at 2,737.80. The Russell 2000 fell 5.00 points (0.33%) to 1,525.39, and the Wilshire 5000 decreased 58.82 points (0.21%) to 28,234.28. The price of the 10-year Treasury note was up 8/32, decreasing its yield to 3.028%. The price of the 30-year Treasury bond increased 15/32, bringing its yield down to 3.322%.
rss icon twitter icon linkedin-in icon
ISS MEDIA logo
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