Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 7th, 2018
Top 100 Adviser Survey Closes Today
Advisers must 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 is TODAY! Read more >
5th Circuit Sides with Whole Foods in Stock Drop Litigation
The case ascended on appeal from the U.S. District Court for the Western District of Texas, where it also flatly failed to meet the high hurdles for proving standing established in Fifth-Third Bank vs. Dudenhoeffer. Read more >
Many Asset Managers De-Channel Their Salesforces
They see the differences between wirehouses, broker/dealers and registered investment advisers blurring. Read more >
Retirement Planning for Business Owner Clients
Many small business owners have only planned for the future insofar as deciding that they will ultimately sell their firms and use the proceeds to finance their retirement; they need expert help from advisers, and so do their employees. Read more >
PBGC 2018 Premium Filing Instructions Available
The agency included a list of common filing errors and provided details about those errors in a new Appendix. Read more >
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Sponsored message from PLANADVISER Editorial
The 2019 PLANADVISER Awards Nominations Are Now Open!
Click here to be eligible for the 2019 Top 100 Advisers Listings and give your opinion on the state of the current retirement plan industry. Read more >
Advisers’ Top Concern About Muni Bonds Is Yield
“As passive investing continues to grow, rather than simply accept an imperfect benchmark portfolio, municipal bond investors with a preference for passive solutions should think about adopting a smart beta approach,” suggests Catherine Stienstra, head of municipal investments at Columbia Threadneedle. Read more >
Millennials Overestimate Amount Needed to Start Investing
A survey revealed that 46% of Millennials think you need at least $1,000 to start investing, and 17% think you need $10,000. Read more >
Market Mirror
Thursday, the Dow was up 20.88 points (0.08%) at 25,995.87, the NASDAQ fell 72.45 points (0.91%) to 7,922.73, and the S&P 500 decreased 10.55 points (0.37%) to 2,878.05. The Russell 2000 lost 13.18 points (0.76%) to finish at 1,714.47, and the Wilshire 5000 closed 128.98 points (0.43%) lower at 29,990.09. The price of the 10-year Treasury note was up 7/32, decreasing its yield to 2.877%. The price of the 30-year Treasury bond increased 14/32, bringing its yield down to 3.053%.

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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