Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 21st, 2018
Vast Majority of Intermediaries Expect Financial Wellness Programs to Expand
Eighty-four percent of intermediaries expect sales of financial wellness programs will expand in the next three to five years, Prudential found. Read more >
Exploring How Sponsors Can Offer Guaranteed Lifetime Income
One option is through a profit sharing plan that invests the money in an annuity once a participant retires. Read more >
Principal Launches New Financial Wellness Program
Principal Milestones, which includes iGrad’s Enrich financial wellness program, helps participants access comprehensive financial education resources all in one place. Read more >
Investment Product and Service Launches
MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths; Delta Data launches proprietary product manager; and AXA doubles down on SRI/ESG integration. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
A Secure Retirement for Only 50%
8 out of 10 households could be fine—if costs could be reduced Read more >
Examining Two Industry M&As
A shared vision for the future drives deals Read more >
Market Mirror
Thursday, the Dow was up 251.22 points (0.95%) at 26,656.98, the NASDAQ closed 78.19 points (0.98%) higher to 8,028.23, and the S&P 500 gained 22.80 points (0.78%) to close at 2,930.75. The Russell 2000 gained 17.25 points (1.01%) to finish at 1,720.18, and the Wilshire 5000 gained 229.94 points (0.76%) at 30,469.29. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 3.064%. The price of the 30-year Treasury bond increased 8/32, decreasing its yield to 3.197%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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