Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 6th, 2019

Guiding Anxious Participants Through Rocky Markets

For advisers helping participants understand risk and volatility, offering a little reassurance can be more effective than teaching complex lessons in finance or economics. Read more >
Court Moves Forward Most Claims in MIT Excessive Fee Suit
However, a U.S. District Judge affirmed a motion to dismiss a claim alleging a prohibited transaction between MIT and Fidelity Investments. Read more >
SEC Complaint Dissects Fee-Based Firm’s Revenue Sharing Strategy
The Securities and Exchange Commission takes issue with revenue sharing tied to a preferred broker’s “transaction fee” program, underscoring how fee-based advisers are not immune from allegations of conflicts of interest. Read more >
J.P. Morgan Enables Advisers to Generate Custom 401(k) Pricing Proposals
The firm has launched Price Smart, a digital solution that is now part of Retirement Link. Read more >
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Sponsored message from ADP
Are employees relying on employers to solve financial problems?
Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity. Read more >
Investment Product and Service Launches
HighTower advisers have access to Riskalyze solutions; John Hancock announces second round of reduced fees; and Voya Financial releases new TDF solution. Read more >
Mixed TDF Investors Need to Be Prodded to Other Strategies
Participants who mix target-date funds (TDFs) with other investments appear to be more sophisticated, but “it can diminish (or eliminate) the target-date fund’s potential benefit,” says David Blanchett, head of Retirement Research at Morningstar Investment Management LLC. Read more >
Market Mirror
Thursday, the Dow gained 372.68 points (1.41%) to finish at 26,728.15, the NASDAQ closed 139.95 points (1.75%) higher at 8,116.83, and the S&P 500 increased 38.22 points (1.30%) to 2,976.00. The Russell 2000 was up 25.99 points (1.75%) at 1,510.74, and the Wilshire 5000 climbed 392.95 points (1.31%) to 30,407.25.   The price of the 10-year Treasury note decreased 31/32, bringing its yield up to 1.566%. The price of the 30-year Treasury bond fell 1 31/32, increasing its yield to 2.054%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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