Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 19th, 2018
2019 PLANSPONSOR Adviser of the Year Nominations Close Friday
PLANSPONSOR Retirement Plan Adviser of the Year Awards, but not for long! The nomination form will only be available through Friday at 11:59 p.m. EST. Read more >
OMB Finishes Review of DOL Proposal to Establish Open MEPs
The text of the regulation is still forthcoming, but the Office of Management and Budget has completed its review; so far, we know the regulation is viewed as “major” and “economically significant.” Read more >
SEC Commissioner Stein Pushes for Investor Education
While the Securities and Exchange Commission is firmly controlled by Republican-appointed members, the last Obama-era commissioner says she hopes to find room for compromise to address the pressing issues facing U.S. investors. Read more >
PBGC Requests Modifications to Reportable Events Filings
The agency says the additional information is needed to help it determine a defined benefit (DB) plan sponsor’s ability to continue to maintain its DB plan. Read more >
How Rising Interest Rates Affect Stable Value Funds
While money market funds may look more appealing in the short run, this is not expected to last. Read more >
MOST READ ARTICLES
1
Half of Households Likely to Face a Retirement Shortfall
2
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
3
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
4
Average Age Americans Plan to Retire Is 62
5
High-Net-Worth Individuals Would Like to Use RMDs to Offset Taxes
Sponsored message from Lincoln Financial
Introducing Lincoln WellnessPATH
Give your employees a clear path toward financial wellness with WellnessPATH from Lincoln. A tool that provides a personalized score and actionable results so they can be more financially confident. Read more >
Redtail Technology Adds AI to CRM System
The system analyzes emails, notes and text messages to predict client needs. Read more >
Merrill Lynch Personalizes Education, Mobile Apps for Participants
The aim is to meet employees’ growing calls for personalized and holistic financial wellness guidance. Read more >
Market Mirror
Thursday, the Dow lost 327.23 points (1.27%) to finish at 25,379.45, the NASDAQ closed 157.56 points (2.06%) lower at 7,485.14, and the S&P 500 decreased 40.42 points (1.44%) to 2,768.79. The Russell 2000 was down 28.85 points (1.82%) at 1,560.75, and the Wilshire 5000 fell 434.09 points (1.49%) to 28,622.13. The price of the 10-year Treasury note was up 7/32, decreasing its yield to 3.178%. The price of the 30-year Treasury bond increased 8/32, bringing its yield down to 3.362%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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