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 >
15th Anniversary of Retirement Plan Adviser of the Year
Inheritance Pathways Exist to Replace Stretch IRAs
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Weighing 403(b)s versus 401(k)s for Nonprofits
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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