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Insight on Plan Design & Investment Strategy Every Weekday
Diversity Enlarges the Committee’s View
Diversity Enlarges the Committee’s View
Representative demographics on your plan committee helps customize its decisions for your unique staff.
Deals and People
Charles Schwab to Acquire TD Ameritrade
The integration of the two firms is expected to take between 18 and 36 months, following the close of the transaction.
Most Read
Data and Research
Minor Saving Increases Can Achieve 75% Income Replacement
More TDF Underperformance Lawsuits Emerge Across US
Data and Research
Employers Face ‘Tension’ Between Health Care And Financial Wellness
Market Mirror
Yesterday, the Dow was up 190.85 points (0.68%) at 28,066.47, the NASDAQ gained 112.60 points (1.32%) to finish at 8,632.49, and the S&P 500 increased 23.35 points (0.75%) to 3,133.64. The Russell 2000 climbed 32.96 points (2.07%) to 1,621.90, and the Wilshire 5000 closed 280.98 points (0.89%) higher at 31,960.20.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.757%. The price of the 30-year Treasury bond increased 4/32, bringing its yield down to 2.203%.
2019 DC Survey: Plan Benchmarking
Data Sweep: Our latest findings on DC plans—for benchmarking a plan against its peers or just gleaning some new solutions
E-Delivery Proposal Could be Improved, Stakeholders Say
While the retirement plan industry has reacted positively to a DOL proposal to make default e-delivery of plan documents the norm, their comment letters also include additional ideas to make the new rules even more effective.
Small Talk
ON THIS DATE: In 1917, the National Hockey League (NHL) was officially formed in Montreal, Canada. In 1941, President Franklin D. Roosevelt signed a bill establishing the fourth Thursday in November as Thanksgiving Day. In 1942, the motion picture “Casablanca” had its world premiere at the Hollywood Theater in New York City. In 1975, Lynette”Squeaky” Fromme was found guilty by a federal jury in Sacramento, California, for trying to assassinate President Gerald Ford on September 5. In 1979, the International Olympic Committee voted to re-admit China after a 21-year absence.

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