Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 23rd, 2020

Advisers Giving Back: SentinelCares and the Corporate Cup

One of Sentinel’s many charitable engagements has directly benefited a little girl named Cora, the granddaughter of a longtime employee, who was born with a severe congenital heart condition. Read more >
Supreme Court Denies Petition in SunEdison Stock Drop Case
The plaintiff in the case asked the court to to answer “whether Dudenhoeffer’s ‘context-sensitive scrutiny of a complaint’s allegations’ can be met where a court” makes certain presumptions. Read more >
Closing of Schwab ETF OneSource Reflects Market’s Fee Concerns
Launched in 2013, the platform originally allowed clients to buy and sell about 100 exchange-traded funds with no online trade commissions. Since then, investors’ expectations about fees and commissions have shifted dramatically. Read more >
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Sponsored message from OneAmerica
Driven through Differentiators
Interview with Sandy McCarthy, Retirement Services President, OneAmerica Read more >
TIAA Is Latest Provider to Launch Institutional HSA Offering
The TIAA HSA will be administered by HealthEquity Inc. and will work in concert with TIAA retirement plans. Read more >
To Surmount the Gender Gap
The financial adviser management industry has a well-known gender gap. In 2018, of the 537,000 financial advisers accounted for by the Bureau of Labor Statistics’ Current Population Survey (CPS), 33.5% were women. Read more >
How to Protect Participant Data
ERISA does not specifically address whether participant data is a plan asset. If it is a plan asset, fiduciaries have a duty to oversee its use so that participants are not exposed to improper practices—e.g., excessive costs, unmanaged conflicts and inappropriate products or services. Read more >
Market Mirror
Wednesday, the Dow was down 9.77 points (0.03%) at 29,186.27, the NASDAQ increased 12.96 points (0.14%) to 9,383.77, and the S&P 500 was virtually unchanged at 3,321.75. The Russell 2000 slipped 1.44 points (0.09%) to 1,684.46, and the Wilshire 5000 was up 11.07 points (0.03%) at 33,828.66. The price of the 10-year Treasury note was unchanged, with its yield at 1.769%. The price of the 30-year Treasury bond was up 4/32, decreasing its yield to 2.220%.
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