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 >
TOP 100 Retirement Plan Advisers
What Is a DOL Adviser Investigation Like?
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes
Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit
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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