Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 21st, 2019

What to Know About Financial Audits Filed with Form 5500s

Plan sponsors required to file a financial audit along with their Form 5500 should know how regulators use the information and how to pick the best auditor.Read more >
PLANSPONSOR National Conference
Join us for the PLANSPONSOR National Conference Wednesday, June 5th through Friday, June 7th! One of the many benefits for plan sponsors attending the PLANSPONSOR National Conference is the opportunity to listen and learn first-hand from peers both the challenges as well as the positive outcomes that they face every day. On Day 1, PLANSPONSOR Plan Sponsor of the Year Winners discuss their efforts in financial wellness, plan design, investments and more to be able to achieve such high success metrics.Read more >
Industry Voices
Participant Loans: A Fiduciary Storm Brewing?
Bruce Ashton, with Drinker Biddle & Reath, discusses the fiduciary risk defined contribution (DC) plan sponsors could face when participants default on plan loans.Read more >
ERISA Lawsuit Against O’Reilly Automotive Dismissed
Employers Plan to Cut Back on Benefits Amid Recession Fears
Deals and People
Smart Bolsters Tech Solutions With Acquisition of ProManage
Sponsored message from UMB Healthcare Services
HSAs Shine Brightly in the Retirement Savings Universe
In the universe of retirement options, there are a lot of stars-401(k), 403(b), 457s, IRAs, and Roth IRAs. While each of these retirement savings options offers its own distinct advantages, shining brightest among them in the retirement stratosphere is the often-overlooked HSA.Read more >
Market Mirror

Monday, the Dow was down 84.10 points (0.33%) at 25,679.90, the NASDAQ lost 113.91 points (1.46%) to finish at 7,702.38, and the S&P 500 decreased 19.30 points (0.67%) to 2,840.23. The Russell 2000 fell 10.80 points (0.70%) to 1,524.96, and the Wilshire 5000 closed 205.06 points (0.69%) lower at 29,316.55.


The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.421%. The price of the 30-year Treasury bond was down 2/32, increasing its yield to 2.837%.
From the Magazine
Advice/Savings Correlation
The retirement plan industry offers various ways to help plan participants develop good investing behaviors. The most basic way to give these employees guidance is through automatic plan design features. These “force” retirement plan enrollment, set a specific savings rate that can be automatically increased each year, and create a default investment fund. Plan sponsors, with the help of their providers, can also offer education that can help employees invest.Read more >
Confidence Remains in an Aging Bull Market
Both for novice individuals and sophisticated institutions, investor perceptions of preparedness for market turbulence can often differ from actual readiness.Read more >
Small Talk

ON THIS DATE: In 1819, bicycles were first seen in the U.S. in New York City. They were originally known as “swift walkers.” In 1832, in the U.S., the Democratic Party held its first national convention. In 1881, the American branch of the Red Cross was founded by Clara Barton. In 1904, Fédération Internationale de Football Association (FIFA) was founded. In 1955, an unknown Chuck Berry paid his first visit to a recording studio and cut the record that would make him famous: “Maybellene.” In 1956, the U.S. exploded the first airborne hydrogen bomb in the Pacific Ocean over Bikini Atoll. In 1998, Microsoft and Sega announced that they are collaborating on a home video game system.



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Editorial: Alison Cooke Mintzer


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