November 14th, 2023 Insight on Plan Design & Investment Strategy Every Weekday Investing Navigating ESG: Surveying the Landscape Knowledge about ESG, integration and greenwashing remains low, according to experts at a PLANSPONSOR event. Investing Behind JPMorgan’s Underweight Equity Strategy in Target-Date Funds As interest rates remain high, asset manager J.P. Morgan has adopted a cautious strategy to equity allocations in its target-date funds.  Most Read Compliance Lawmakers Introduce Bill to Simplify Form 5500 Reporting Benefits Retirement Account Balances Often 'Are Far Too Low' For a Secure Retirement Compliance 7th Circuit Awards Deceased Worker’s Retirement Plan Assets to Ex-Wife MARKET MIRROR Monday, the Dow rose 54.77 points (0.16%) to close at 34,337.87, the Nasdaq fell 30.37 points (0.22%) to close at 13,767.74 and the S&P 500 fell 3.69 points (0.08%) to close at 4,411.55. The Russell 2000 rose 0.18 points (0.01%) to close at 1,705.50, and the FT Wilshire 5000 Index fell 30.38 points (0.07%) to close at 44,158.61. The 10-year Treasury note rose 1/32, bringing the yield to 4.636%. The 30-year Treasury bond rose 1/32, bringing the yield to 4.758%.  Compliance Motion Seeks to Hold Alight Liable for Theft of 401(k) Assets Plaintiff Paula Disberry has requested the court order restoration of her $750,000 in lost assets. Benefits Higher Bond Yields Mean Higher Corporate Pension Funding Levels Some pension funding models reached their highest points in decades. AWARDS Do You Work With a Great Plan Adviser! Nominate your plan adviser today for the 2024 Retirement Plan Adviser of the Year awards. We need your help in identifying the best in the business. The deadline for nominations is November 30. RESEARCH Don't miss your chance to participate in PLANSPONSOR's DC Survey! PLANSPONSOR’s annual DC Survey is closing soon. Be a part of the most widely used benchmarking data for the defined contribution retirement plan marketplace. Eligible plan sponsors that participate in the survey will get a free copy of an industry report that can be useful for plan benchmarking. SMALL TALK ON THIS DATE: In 1851, Harper & Brothers published Herman Melville’s novel “Moby-Dick.” In 1889, journalist Nellie Bly started her around-the-world race against the record of Phileas Fogg, hero of Jules Verne’s book “Around the World in Eighty Days,” she completed the journey in slightly more than 72 days. In 1915, educator, reformer and first president and principal developer of Tuskegee Normal and Industrial Institute (now Tuskegee University), Booker T. Washington, the most influential spokesman for African Americans in the late 19th and the early 20th century, died at age 59. In 1960, 6-year-old Ruby Bridges began attending William Frantz Elementary School in New Orleans, as one of the youngest of a group of African American students to integrate schools in the U.S. South. In 1969, Apollo 12 was launched, carrying a crew of Charles Conrad, Jr., Richard F. Gordon, Jr. and Alan L. Bean, and five days later, the mission made the second landing on the Moon. In 1972, the Dow Jones Industrial Average closed above 1,000 for the first time. In 2002, Representative Nancy Pelosi, D-California, became the first woman to be named leader of either party in either house of Congress when she was named the minority leader. In 2014, politician Jane Byrne, the first woman to serve as mayor of Chicago, died at age 81. Did someone forward you this newsletter? Sign up here to get NEWSDash directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2026 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850