Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 26th, 2018
Benefits & Administration
Roth Accounts: A Different Type of Retirement Savings Diversification
Just as people diversify their investments, the Roth option is viewed as a way to diversify the tax treatment of savings. Here’s what plan sponsors need to know about Roth accounts and in-plan Roth conversions. Read more >
Leveling the Playing Field for Participant Fees
The concept of fee levelization is garnering attention from defined contribution (DC) plan sponsors and advisers, commencing from such sources as the increased volume of litigation over plan costs and the Department of Labor’s Employee Benefit Security Administration’s (EBSA’s) focus on fee disclosures. Read more >
Retirement Program Designs of the Future: Beyond Automatic Plan Features
As retirement plan sponsors focus on increasing retirement income replacement ratios for participants and new generations enter the workforce, they need to look at enhancing their retirement programs so participant retirement goals are met. Read more >
Compliance
ERISA Section 404(c): Back to Basics
To be 404(c) compliant, a plan must offer a broad range of investment options and make it possible for participants to view and control their investments; the prescription sounds simple, but it can be confusing in practice. Read more >
MOST READ ARTICLES
1
IRS Announces 2019 HSA Contribution Limits
2
2019 ERISA Plan Compliance Calendar
3
Sponsors and Providers Use Too Much DC Plan Jargon
4
Effective Retirement Plan Communications Are Understandable and Accessible
5
Employees Report a Wide Range of Benefits Contribute to Financial Security
Meant to Aid Struggling Multiemployer Plans, MPRA Adds Complications
Under the Multiemployer Pension Reform Act, the Treasury must review pension plan applications for benefit suspensions—but the process is proving more stringent than applicants and industry experts had anticipated. Read more >
All 403(b) Plan Sponsors Should Focus on Document Remedial Amendment Period
The last day of the 403(b) plan remedial amendment period may seem far off, but it’s not, and both Employee Retirement Income Security Act (ERISA)-governed and non-ERISA 403(b) plan sponsors need to start working on any plan restatements now. Read more >
Sponsored message from Voya Financial
Three Key Insights Plan Sponsors and Advisers Should Know About Special Needs Planning Read more >
Market Mirror

Monday, the Dow fell 653.17 points (2.91%) to 21,792.20, the NASDAQ closed 140.08 points (2.21%) lower at 6,192.92, and the S&P 500 decreased 65.52 points (2.71%) to 2,351.10. The Russell 2000 was down 25.16 points (1.95%) at 1,266.92, and the Wilshire 5000 lost 641.52 points (2.59%) to finish at 24,151.43.

 

The price of the 10-year Treasury note was up 12/32, decreasing its yield to 2.740%. The price of the 30-year Treasury bond increased 23/32, bringing its yield down to 2.997%.

Small Talk

ON THIS DATE: In 1865, the coffee percolator was patented by James H. Mason. In 1941, Winston Churchill became the first British prime minister to address a joint meeting of the U.S. Congress. In 1941, President Franklin Roosevelt signed a resolution that set a fixed-date, the fourth Thursday of November, for the Federal Thanksgiving Day holiday. In 1974, comedian Jack Benny died at age 80. In 1982, the Man of the Year in “TIME” magazine was a computer. It was the first time a non-human received the honors. In 2002, the first cloned human baby was born.

 

 

WEDNESDAY WISDOM: “For it is in giving that we receive.”—Francis of Assisi, Italian Catholic friar, deacon and preacher

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

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

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