Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 10th, 2017
Benefits & Administration
Long-Term Return Assumptions Reduced Again for 2017
Sharing advanced data from their forthcoming 2017 Long-Term Capital Market Assumptions report, J.P. Morgan Asset Management researchers tell PLANSPONSOR they expect marginally tougher investing conditions during 2017, continuing the trend of declining long-term return assumptions. The firm suggests ways retirement plan sponsors can help participants improve outcomes in a low-return environment.Read more >
403(b) Plan Fees Mostly In Line With Other DC Plan Fees
According to the 2016 PLANSPONSOR Defined Contribution (DC) Survey, average asset-weighted expense ratios of all investment options in 403(b) plans are mostly in line with that of all DC plans. Even among non-ERISA plans, there was not much difference between their expense ratios and those of all DC plans.Read more >
2021 Best in Class DC Providers
2021 Recordkeeping Survey
Detailed Analysis of the Supreme Court’s Northwestern University Ruling
Could Retirement Plans Become Hard to Insure?
TRIVIAL PURSUITS: What do the M’s stand for in M&Ms?
Products, Deals and People
MassMutual Upgrades RetireSMART Ready Tool
MassMutual upgraded its RetireSMART Ready tool available on the RetireSMART website to provide savers in defined contribution (DC) plans with better guidance and potentially improved outcomes to help reach their retirement goals. The tool now provides a graphic illustration of how much income savers will potentially need in retirement and whether they are saving enough to get there.Read more >
Ameritas Adds Stadion Planning Solution to Recordkeeping Platform
Ameritas has added Stadion’s StoryLine small business 401(k) solution to its retirement platform. The StoryLine process first seeks insight into the overall plan make-up with the intent of tailoring default options for each individual company. Then, with Stadion’s participant-centric web interface, employees will be encouraged to further define their individual investment paths based on personal risk profiles, expectations, and goals.Read more >
Sponsored message from Vanguard
Retirement distribution decisions among DC participants
Most retirement-age DC plan participants leave their plan within five years of separation from service. Participants are more likely to remain when plans permit flexible distributions, having implications for target-date fund design.Read more >
Market Mirror

Yesterday, the Dow closed 76.42 points (0.38%) lower at 19,887.38, the NASDAQ increased 10.76 points (0.19%) to 5,531.82, and the S&P 500 was down 8.08 points (0.35%) at 2,268.90. The Russell 2000 decreased 9.79 points (0.72%) to 1,357.49, and the Wilshire 5000 lost 93.23 points (0.39%) to finish at 23,723.34.

On the NYSE, 3.1 billion shares traded, with declining issues outnumbering advancing issues nearly 2 to 1. On the NASDAQ, 2.9 billion shares changed hands, with a 1.4 to 1 ratio of decliners to advancers.

The price of the 10-year Treasury note increased 14/32, bringing its yield down to 2.370%. The price of the 30-year Treasury bond climbed 31/32, decreasing its yield to 2.960%.
Fiduciary Rule Could Soon Be Delayed By Congress
A new bill introduced to halt the implementation of the Department of Labor (DOL) fiduciary rule stands before the House Ways and Means Committee. It provides simply for a two-year delay in the effective date of the rule—ostensibly to give Congress more time to dismantle the conflict of interest rule entirely.Read more >
Small Talk
ON THIS DATE: In 1861, Florida seceded from the union. In 1870, John D. Rockefeller incorporated Standard Oil. In 1901, oil was discovered at the Spindletop oil field near Beaumont, Texas. In 1920, the League of Nations ratified the Treaty of Versailles, officially ending World War I with Germany. In 1946, the first meeting of the United Nations General Assembly took place with 51 nations represented. In 1951, Donald Howard Rogers piloted the first passenger jet on a trip from Chicago to New York City. In 1971, “Masterpiece Theatre” premiered on PBS with host Alistair Cooke. The introduction drama series was “The First Churchills.” In 1984, the United States and the Vatican established full diplomatic relations for the first time in more than a century. In 1990, Time Inc. and Warner Communications Inc. completed a $14 billion merger. The new company, Time Warner, was the world’s largest entertainment company. In 2000, it was announced that Time Warner had agreed to buy America On-line (AOL). It was the largest-ever corporate merger priced at $162 billion. In 2001, American Airlines agreed to acquire most of Trans World Airlines (TWA) assets for about $500 million. The deal brought an end to the financially troubled TWA.
TRIVIAL PURSUITS: Is it true that drainage of water rotates differently in the Northern versus Southern Hemispheres?Read more >
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Editorial: Alison Cooke Mintzer


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