Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 23rd, 2019

Inheritance Pathways Exist to Replace Stretch IRAs

The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available. Read more >
Hub Acquires Inter-Mountain Retirement Partners
David Reich, Hub retirement and private wealth, says the latest acquisition will help the firm improve its retirement planning and financial wellness capabilities. Read more >
PANC 2019: Risk Management for Advisers
Expert attorneys and fiduciary insurance carriers demonstrate how advisers can put their best foot forward. Read more >
PANC 2019: Multiple Employer Plans—Opportunity or Threat?
The SECURE Act could make ‘open’ MEPs a reality—and a benefit to advisers if they are proactive. Read more >
U.S. Weighs In on Supreme Court Consideration of Pension Case
Both the U.S. Solicitor and the Pension Rights Center argue that current funded status of a defined benefit (DB) plan is not a proper measure for whether the participants have a right to sue for breaches of fiduciary duties and prohibited transactions under ERISA. Read more >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Industry People Moves
Sponsored message from Franklin Templeton
Can Your Target Date Fund Adapt to Change?
Many of the major target date fund series don’t adapt to changes in market conditions. And that’s starting to look more and more dangerous for your participants. Especially near retirement. Read more >
Final Hardship Withdrawal Rules Issued
The final regulations reflect statutory changes, including changes made by the Bipartisan Budget Act of 2018. Read more >
Retirement Industry People Moves
Transamerica hires RVP for large-market team; former Wells Fargo advisers open RIA firm; and past PIMCO and Goldman Sachs exec joins Retiree, Inc. Read more >
Market Mirror
Friday, the Dow lost 159.72 points (0.59%) to finish at 26,935.07, the NASDAQ fell 65.21 points (0.80%) to 8,117.67, and the S&P 500 closed 14.75 points (0.49%) lower at 2,992.04. The Russell 2000 was down 1.73 points (0.11%) at 1,559.75, and the Wilshire 5000 decreased 139.47 points (0.45%) to 30,610.63.   The price of the 10-year Treasury note increased 27/32, bringing its yield down to 1.725%. The price of the 30-year Treasury bond climbed 1 28/32, decreasing its yield to 2.158%.   WEEK’S WORTH: For the week ending September 20, the Dow lost 1.05%, the NASDAQ finished 0.72% lower, and the S&P 500 decreased 0.51%. The Russell 2000 fell 1.17%, and the Wilshire 5000 was down 0.50%.
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