Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 13th, 2019
MIT ERISA Lawsuit Parties Announce Settlement
Trial was to begin on the case September 16. Read more >
ERISA Litigation as Cottage Industry
“The plaintiffs’ lawyer playbook is the same,” says Brian Netter of Mayer Brown. “First, survive a motion to dismiss, and then subject the defendant to a very expensive discovery process. It creates incentive to enter into a sizable settlement.” Read more >
Morgan Stanley Expands Student Loan Capabilities
The Morgan Stanley at Work financial wellness platform now includes student loan refinancing capabilities and expanded financial coaching. Read more >
Investment Product and Service Launches
Morningstar releases goals-based planning solution; Schwab adds account conversion feature to portfolios solution; and AssetMark to offer Savos personal portfolios. Read more >
The New Vesting Schedule Debate
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
Why Are Financial Services Firms Looking to Wealth Management Leaders?
What Mutual Fund Fee Disparities Mean for Retirement Savings
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
TDFs Help Boost Balances
The key is their diversification and participants’ tendency to remain invested Read more >
Ready to Focus on Income?
Just under 10% of employers offer an in-plan annuity Read more >
Market Mirror
Thursday, the Dow was up 45.41 points (0.17%) at 27,182.45, the NASDAQ gained 24.79 points (0.30%) to finish at 8,194.47, and the S&P 500 closed 8.64 points (0.29%) higher at 3,009.57. The Russell 2000 climbed 32.08 points (2.08%) to 1,575.07, and the Wilshire 5000 increased 62.89 points (0.20%) to 30,785.60.   The price of the 10-year Treasury note was down 4/32, increasing its yield to 1.786%. The price of the 30-year Treasury bond fell 31/32, increasing its yield to 2.269%.
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