Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 22nd, 2018
DOL, SEC Both Have Fiduciary Conduct Standards Slated for Next Year
The DOL said it is considering regulatory options in light of a 5th Circuit opinion vacating its previous fiduciary rule, and has on its timeline that a final rule will be issued in September of 2019. Read more >
Another District Court Decision for Dignity Health Church Plan Lawsuit
The interim decision is a mixed bag that falls more in favor of the plaintiffs, but it by no means concludes the litigation—not least because plaintiffs have already filed a second amended complaint. Read more >
Millennial Educators Want Adviser Help With Retirement Savings
Debt is getting in the way of saving for retirement, and many want help with investing, preferring to work with an adviser in person, a survey found. Read more >
Retirement Industry People Moves
Bernstein Adds Industry Executive to Philadelphia Region; T. Rowe Appoints CIO to Head of Investment Strategy; The Hilb Group Acquires Actuarial Consulting Firm; and more. 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
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
5
Lack of Emergency Savings Intersects Retirement Concerns
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Investment Product and Service Launches
PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer Investment Solutions for Educators. Read more >
Multifaceted Considerations
The complexities in building adviser teams Read more >
Market Mirror
Friday, the Dow increased 64.89 points (0.26%) to 25,444.34, the NASDAQ closed 36.11 points (0.48%) lower at 7,449.03, and the S&P 500 was down 1.00 point (0.04%) at 2,767.78. The Russell 2000 lost 18.71 points (1.20%) to finish at 1,542.04, and the Wilshire 5000 decreased 58.64 points (0.20%) to 28,563.50.   The price of the 10-year Treasury note was down 3/32, increasing its yield to 3.194%. The price of the 30-year Treasury bond decreased 8/32, bringing its yield up to 3.380%.   WEEK’S WORTH: For the week ending October 19, the Dow increased 0.41%, the NASDAQ finished 0.64% lower, and the S&P 500 was up 0.02%. The Russell 2000 decreased 0.30%, and the Wilshire 5000 was down 0.02%.

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

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

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