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 >
Education About Tax Treatment and Fees Could Boost 401(k) Participation
IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019
How Rising Interest Rates Affect Stable Value Funds
Inertia Remains a Plan Sponsor Problem, Too
Kaleida Health Faces 403(b), 401(k) Plan Fee Lawsuit
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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