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 >
$300 Million Plan Faces ERISA Fiduciary Breach Lawsuit
DOL Aims to Quickly Simplify Conflict of Interest Framework
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Wawa ERISA Settlement Valued at Nearly $22M
How Advisers Serving MEPs and PEPs Can Be Conflicted
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%.
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