Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 27th, 2019

A Real Estate Equity Investing Model for Young People

Unison says its equity investing services can help working individuals leverage the residential real estate market to generate short-term financial stability and long-term wealth. Read more >
Senate Confirms Eugene Scalia as Labor Secretary
Eugene Scalia is known for having worked in the trenches of a number of labor issues for many years, and experts suggest he could have a big influence on the DOL’s agenda. Read more >
AI Being Used in the Retirement Planning Industry
Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence. Read more >
Investment Product and Service Launches
Fidelity partners with Ethic to offer tailored portfolios; Global X launches cannabis ETF; SSGA rebrands ETFs to portfolio suite; and more. 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
Social Security Maximization
One’s claiming age is key to stretching benefits Read more >
Student Loan Repayment Programs
Employers are starting to note the option’s role in promoting wellness Read more >
Market Mirror
Thursday, the Dow decreased 79.59 points (0.30%) to 26,891.12, the NASDAQ lost 46.72 points (0.58%) to finish at 8,030.66, and the S&P 500 was down 7.25 points (0.24%) at 2,977.62. The Russell 2000 fell 17.33 points (1.12%) to 1,533.33, and the Wilshire 5000 closed 111.98 points (0.37%) lower at 30,394.52.   The price of the 10-year Treasury note was up 4/32, decreasing its yield to 1.697%. The price of the 30-year Treasury bond increased 31/32, bringing its yield down to 2.144%.
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