Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 4th, 2018
Industry Weighs President Trump’s Executive Orders on MEPs, RMDs
The president on Friday signed several executive orders, first directing the Treasury Department to reassess required minimum distributions from 401(k) plans, then ordering DOL staff to explore the possibility of allowing small businesses to join open multiple employer plans. Read more >
2019 Awards Nominations Are Open
Nomination process has begun for the 2019 Plan Sponsor of the Year and Retirement Plan Adviser of the Year Awards Read more >
Merrill Lynch Rethinks Prohibition on Commissioned Retirement Account Products
In response to staff and client feedback, and in the wake of the defeat of the DOL fiduciary rule, the firm is taking steps to reintroduce use of commission-based products for retirement account clients. Read more >
Congressional Research Service Offers Report on HSAs
The report can serve as a primer for those needing more education about HSA rules and benefits. Read more >
Missing Participants Could Disqualify a Retirement Plan
Mercer offers recommendations for retirement plan sponsors to search for missing participants. Read more >
Take This Survey to Be Eligible for the 2019 Top 100 Advisers Listing
Once again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. The deadline for submissions is September 7, 2018. Read more >
The New Vesting Schedule Debate
More TDF Underperformance ERISA Lawsuits Filed
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
Refresher on Annuity Pricing Mechanics
Interest rates, mortality and expenses are some of the key factors. Read more >
Retirement Industry People Moves
Giesting Financial Joins PCIA; BPAS Announces Presence in Cincinnati; EACH Enterprise and Chatham Partners Team Up for Provider Transitions; and more. Read more >
Market Mirror
Friday, the Dow was down 22.10 points (0.09%) at 25,964.82, the NASDAQ increased 21.17 points (0.26%) to 8,109.54, and the S&P 500 was virtually unchanged at 2,901.52. The Russell 2000 closed 8.40 points (0.48%) higher at 1,740.75, and the Wilshire 5000 was up 17.48 points (0.06%) at 30,274.53.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.860%. The price of the 30-year Treasury bond decreased 11/32, bringing its yield up to 3.022%.   WEEK’S WORTH: For the week ending August 31, the Dow was up 0.68%, the NASDAQ climbed 2.06%, and the S&P 500 gained 0.93%. The Russell 2000 finished 0.87% higher and the Wilshire 5000 increased 0.87%.
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