Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 7th, 2020

NQDC Guidance

Nonqualified deferred compensation (NQDC) plans are an important way to help highly paid employees save more annually for retirement than is permitted in a qualified retirement plan. NQDCs can also help employers  meet other goals. Read more >
Judge Dismisses Charles Schwab Antitrust Lawsuit on Technical Issue
Corporate entities, such as the advisory firm suing to halt the Charles Schwab/TD Ameritrade merger on antitrust grounds, must be represented by qualified counsel. Read more >
What Advisers Value
When selecting investment managers, advisers’ top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind. Read more >
2020 Will Be Another Year of Adviser Philanthropy
The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back program, and we’re already working on new stories of giving for 2020. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
A Reminder to Avoid Fraudulent Hardship Withdrawals
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Predictions of Growth and a ‘Status Quo’ Presidential Election
Are earnings estimates too high? Is the trade progress substance or show? How long can a recession be avoided? What might the election mean for the economy? Read more >
What Might the SECURE Act Mean for Lifetime Income?
Giving retirement plan sponsors legal protections when they offer lifetime income products doesn’t change the fact that investors generally have low opinions of annuities. Read more >
Market Mirror
Yesterday, the Dow gained 68.50 points (0.24%) to finish at 28,703.38, the NASDAQ closed 50.70 points (0.56%) higher at 9,071.47, and the S&P 500 increased 11.43 points (0.35%) to 3,246.28. The Russell 2000 was up 2.39 points (0.14%) at 1,663.26, and the Wilshire 5000 climbed 121.95 points (0.37%) to 33,065.28. The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.805%. The price of the 30-year Treasury bond decreased 7/32, bringing its yield up to 2.279%.
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