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 >
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
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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