Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 28th, 2018
PANC 2018: DOL Audits of Retirement Plan Advisers
The DOL wants to ensure that retirement plan advisers are delivering on all services listed in their contracts with retirement plan sponsors. Read more >
Amendment Would Add Annuity Selection Safe Harbor to Retirement Bill
The amendment is a fiduciary rule safe harbor for the selection of a lifetime income provider for retirement plans. Read more >
LGBTQ Retirement Savers Need Balance in Their Investment Allocations
Thirty-one percent of LGBTQ respondents to a MassMutual survey acknowledge that they may be taking more risk than they should compared to 22% of other retirees and pre-retirees. Read more >
PANC 2018: Stable Value Fund Mechanics
Ten years after the Great Recession, there continues to be a great focus on the best way to handle capital preservation on the DC retirement plan menu. 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
DC Plan Features Appreciated by Participants Who Want Saving and Investing Help
Sixty-one percent of all participants surveyed by J.P. Morgan agreed with the statement, “If I could push an ‘easy’ button for retirement and completely hand over my retirement planning and investing to a financial professional, I would.” Read more >
Investment Product and Service Launches
Lockwood Adds Expansive Model Portfolios to Managed Account Platform; Capital Group Adopts PFaroe; PGIM Lengthens ETF Space with Second Actively Managed Fund; and more. Read more >
Market Mirror
Thursday, the Dow closed 54.65 points (0.21%) lower at 26,439.93, the NASDAQ increased 51.60 points (0.65%) to 8,041.97, and the S&P 500 was up 8.03 points (0.28%) at 2,914.00. The Russell 2000 was down 1.08 points (0.06%) at 1,690.53, and the Wilshire 5000 decreased 51.74 points (0.17%) to 30,250.87. The price of the 10-year Treasury note decreased 2/32, bringing its yield up to 3.053%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 3.184%.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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