Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 1st, 2019
PepsiCo Defeats Pension Anti-Cutback ERISA Challenge
While it rejects one of the defense’s arguments for why its pension plan operated within the bounds of ERISA, in the end, the court ruled plaintiffs’ fiduciary breach claims fail as a matter of law. Read more >
2020 Adviser of the Year Nominations Open
PLANADVISER Magazine needs your help in identifying the best retirement plan advisers in the country. The deadline for nominations is October 18th. Read more >
Plan Sponsors Using PBGC Lump-Sum Assumptions May See Changes
The agency has issued proposed rules impacting single employer plans, and it has updated its assumptions used to determine de minimis lump sum benefits in certain PBGC-trusteed terminated plans. Read more >
Association Retirement Plans Expected to Expand Quickly
While falling short of the open multiple employer plan expansion industry advocates are calling for, the DOL’s expansion of “association retirement plans” could be a significant step toward improving retirement readiness in the U.S. work force. Read more >
The New Vesting Schedule Debate
More TDF Underperformance ERISA Lawsuits Filed
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
Sponsored message from Charles Schwab Investment Management
Biased! How behavioral finance impacts investors and investments
Forging a path of least resistance to plan participant success remains at the center of a plan sponsor’s fiduciary responsibility. Plan advisors play a major role in designing plan features and investments to help meet that responsibility. While automated plan features are a start, they are not enough—it takes creative participant education and motivation as well. Read more >
An Array of Models
Some advisers find opportunities through aggregation or affiliation. Read more >
The Value of Data
By threading data through an AI interface, recordkeepers create a custom participant experience. Read more >
Market Mirror
Monday, the Dow was up 96.58 points (0.36%) for a 26,916.83 close, the NASDAQ gained 59.71 points (0.75%) to reach 7,999.34, and the S&P 500 inched upward by 14.95 points (0.50%) to finish at 2,976.74. The Russell 2000 ticked upward by 2.90 points (0.19%) to 1,523.37. The Wilshire 5000 gained 147.93 points (0.49%) for a 30,351.98 close. The price of the 10-year Treasury note was up by 1/32, decreasing its yield to 1.669%, and the price of the 30-year Treasury bond was up by 4/32, lowering its yield to 2.113%.
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