Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 12th, 2016
Benefits & Administration
Considering Leisure Hours in Retirement Planning
Participants must consider how they will spend down retirement assets, and converting their saved sum into projected “leisure hours” is an effective way to get the conversation going.Read more >
Plan Sponsors Should Promote Roth Accounts More
Willis Towers Watson explains the benefits of saving for retirement in Roth accounts and how to promote them to retirement plan participants.Read more >
Millennial Women Need a Boost in Retirement Savings
T. Rowe Price suggests a number of steps plan sponsors can take to engage women in saving more for retirement.Read more >
MOST READ ARTICLES
1
Not Having a Retirement Drawdown Strategy Can Affect Retirement Security
2
DuPont Plan Participants Claim Arbitrary Interpretation Reduced Their Pension Benefits
3
2021 Recordkeeping Survey
4
Defined Benefit vs. Defined Contribution: Understanding the Costs of Each
5
Considering the Arguments for and Against Actively Managed Funds in DC Plans
Market Mirror

A rout in retail stocks pulled U.S. stock indices down Wednesday, the Associated Press reports. The Dow fell 217.23 points (1.21%) to 17,711.12, the NASDAQ closed 49.19 points (1.02%) lower at 4,760.69, and the S&P 500 decreased 19.92 points (0.96%) to 2,064.47. The Russell 2000 was down 14.10 points (1.25%) at 1,114.73, and the Wilshire 5000 lost 205.59 points (0.96%) to finish at 21,324.54.

On the NYSE, 3.1 billion shares changed hands, with 1.7 declining issues for every advancing issue. On the NASDAQ, 2.7 billion shares traded, with a more than 2 to 1 lead for decliners.

The price of the 10-year Treasury note increased 9/32, bringing its yield down to 1.733%. The price of the 30-year Treasury bond climbed 26/32, decreasing its yield to 2.575%.
Compliance
IRS Reminds Tax-Exempts to File Form 990
Losing tax-exempt status can affect the ability to offer 403(b) plans.Read more >
From the Magazine
DB Plan Design: De-Risking Strategies
Defined benefit (DB) pension plans are complicated mechanisms, that complexity giving rise to a number of sponsor and participant risks. Yet the plans’ many moving parts also provide sponsors with several levers to pull, to mitigate the challenges.Read more >
Participant Readiness: Optimizing Financial Wellness
Having spent the past few years instituting plan provisions to boost participation and deferrals, many retirement plan sponsors now are taking a longer view of the financial challenges their employees face that will influence retirement-savings adequacy.Read more >
Small Talk
ON THIS DATE: In 1847, William Clayton invented the odometer. In 1926, the airship Norge became the first vessel to fly over the North Pole. In 1957, A.J. Foyt won his first auto racing victory in Kansas City, Missouri. In 1978, the National Oceanic and Atmospheric Administration announced that they would no longer exclusively name hurricanes after women. In 2015, it was announced that Verizon would be acquiring AOL.
SURVEY SAYS: I once had to tell a co-worker that people were avoiding her and talking about her because she didn’t wash her hands after using the restroom. It was awkward, but I felt, as her friend, I should let her know, so she wouldn’t be shunned. This week, I’d like to know, have you had an awkward conversation with a co-worker? If so, what was it about? You may respond to this week’s survey by 6 p.m. Pacific time today.Read more >
Share the good news with a friend! Pass the NewsDash along—and tell your friends/associates they can sign up for their own copy.Read more >

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

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