Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 14th, 2020

Stretch IRA’s Disappearance Demands Trust Adjustments

“There is a lot of work that some clients should do right away—it’s actually imperative to address these issues in a timely fashion,” warns Jamie Hopkins at Carson Group. Read more >
2019 Broke RIA and IBD Merger and Acquisition Records
Fidelity reports there were 127 registered investment adviser merger or acquisition transactions during all of 2019, which is up 44% over 2018. Read more >
Annuity Education is the Solution
One passionate analyst says the highly nuanced annuity marketplace does not receive sufficiently careful attention from either the financial services media or potential consumers. Read more >
PLANADVISER Recordkeeper Services Survey
Recordkeepers’ consistent evolution has led them to offer a wide range of investments, technology and servicing options today. Read more >
Op-Ed: Financial and 401(k) Trends to Consider
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
New Bill Aims to Solve for the Retirement Plan Coverage Gap
L Brands ERISA Lawsuit May Proceed
Views of Adviser M&A Have Evolved
Limited 529 Plan Knowledge Holds Savers (and Advisers) Back
Educating people about the plans is important, as a recent Edward Jones survey found that only 29% of Americans know what the purpose of these plans are. Read more >
Innovest’s Culture of Compassion
Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition. Read more >
Market Mirror
Yesterday, the Dow was up 83.28 points (0.29%) at 28,907.05, the NASDAQ climbed 95.07 points (1.04%) to 9,273.93, and the S&P 500 increased 22.78 points (0.70%) to 3,288.13. The Russell 2000 closed 11.96 points (0.72%) higher at 1,669.61, and the Wilshire 5000 gained 249.91 points (0.75%) to finish at 33,487.06. The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.844%. The price of the 30-year Treasury bond decreased 27/32, bringing its yield up to 2.301%.
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