Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 31st, 2017
Benefits & Administration
Employer Benefits Can Play Key Role in Decision to Retire
Retirees who based their retirement decisions on eligibility for employer benefits or other employer incentives seemed to be enjoying retirement more than retirees with other motivations, and they were less likely to regret their decision to retire, a survey found. However, employers may want to focus on employees who retired because of dissatisfaction with their workplace, as they had more negative experiences.Read more >
Few Employers Believe HDHPs Have Been Effective for Cost-Cutting
Employers are seeking new solutions for cost control, compliance and plan administration, a study finds.Read more >
MOST READ ARTICLES
1
IRS Announces 2020 Contribution and Benefit Limits
2
Maximum Benefit and Contribution Limits Table 2020
3
IRS Proposes Update to Mortality Tables Used to Calculate RMDs
4
Employees Are Making Each Other Sick
5
Congressional Leaders Want SECURE Act Passage in 2019
Products, Deals and People
Tech-Backed Firms See Recordkeeping Industry Ripe for Disruption
Cynthia Loh, general manager for Betterment for Business, suggests the firm is committed to competing against the largest and best-established recordkeepers in the defined contribution retirement plan industry.Read more >
Market Mirror

Yesterday, the Dow lost 122.65 points (0.61%) to finish at 19,971.13, the NASDAQ closed 47.07 points (0.83%) lower at 5,613.71, and the S&P 500 decreased 13.79 points (0.60%) to 2,280.90. The Russell 2000 was virtually unchanged at 1,352.33, and the Wilshire 5000 fell 150.27 points (0.63%) to 23,858.82.

On the NYSE, 3.1 billion shares traded, with declining issues outnumbering advancing issues more than 2 to 1. On the NASDAQ, 2.8 billion shares changed hands, with a more than 3 to 1 lead for decliners.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.489%. The price of the 30-year Treasury bond decreased 12/32, bringing its yield up to 3.081%.
Compliance
Edward Jones’ Attempt to Dismiss Self-Dealing Suit Denied
A federal court judge has denied most of Edward Jones’ motions to dismiss a lawsuit alleging the company favored its own investments and those of its “preferred partners” in its 401(k) plan, at the expense of performance. He denied the motions in part because the plaintiff’s complaint states viable claims.Read more >
Investing
Rise in Interest Rates Could Drive LDI Amid Market Challenges
A new report from Cerulli Associates discusses the major challenges U.S. institutional investors face in accomplishing their investment goals—observing cause for both optimism and concern. According to the first quarter 2017 issue of “The Cerulli Edge – U.S. Institutional Edition,” unfavorable forward-looking return projections across several asset classes, tied to recent shifts in the interest rate environment, are causing significant uncertainty for large and small asset owners.Read more >
Investment Fees Should be a Focus for Not-for-Profit Health Care Organizations
Mercer suggests 10 areas for investment considerations for not-for-profit health care organizations.Read more >
Small Talk
ON THIS DATE: In 1865, General Robert E. Lee was named general-in-chief of the Confederate armies. In 1865, the 13th Amendment to the U.S. Constitution was passed by the U.S. House of Representatives. It was ratified by the necessary number of states on December 6, 1865. The amendment abolished slavery in the United States. In 1876, all Native American Indians were ordered to move into reservations. In 1893, the trademark “Coca-Cola” was first registered in the United States Patent Office. In 1940, the first Social Security check was issued by the U.S. Government. In 1944, during World War II, U.S. forces invaded Kwajalein Atoll and other areas of the Japanese-held Marshall Islands. In 1950, U.S. President Harry Truman announced that he had ordered development of the hydrogen bomb. In 1958, Explorer I was put into orbit around the earth. It was the first U.S. earth satellite. In 1971, astronauts Alan B. Shepard Jr., Edgar D. Mitchell and Stuart A. Roosa blasted off aboard Apollo 14 on a mission to the moon. In 2005, Keanu Reeves received a star on the Hollywood Walk of Fame.
TRIVIAL PURSUITS: From where did the San Diego Chargers get their name?Read more >
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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