Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 28th, 2020

Adviser Choice Awards

Each year the awards are given to those investment and recordkeeping providers who ranked among the 3 highest-scoring providers in two or more of the product and service categories evaluated in the PLANADVISER Retirement Plan Adviser Survey. Read more >
401(k) Participants Were ‘Less Reactionary’ in 2019 Trading
The trend of small trades away from equities to fixed income funds seems to suggest participants were rebalancing their portfolios, not making drastic changes to their investment mix, says Rob Austin, with Alight Solutions. Read more >
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 >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Industry People Moves
Sponsored message from Mass Mutual
The Future of Financial Wellness?
Click here to watch the full discussion. Read more >
Prolonged Low Rates and TDFs
Anne Lester, portfolio manager and head of retirement solutions at J.P. Morgan Asset Management, says the prolonged low interest rate environment has caused significant challenges for retirement plan investors who own target-date funds (TDFs). Read more >
Sponsored message from CUNA Mutual Retirement Solutions
Millennial Myths & Realities
Strategies for Strengthening and Expanding Client Relationships Read more >
Fidelity Launches Paperless Account Onboarding
The Wealthscape adviser technology platform offered by Fidelity Clearing & Custody Solutions now includes a fully digital account onboarding experience. Read more >
Ready for a New Market?
Nonprofits and other sponsors of 403(b) plans need the fiduciary and investment expertise of specialist retirement plan advisers. Read more >
Market Mirror
Yesterday, the Dow fell 453.93 points (1.57%) to 28,535.80, the NASDAQ shed 175.60 points (1.89%) to finish at 9,139.31, and the S&P 500 closed 51.84 points (1.57%) lower at 3,243.63. The Russell 2000 dropped 40.87 points (2.43%) to 1,644.14, and the Wilshire 5000 plunged 510.78 points (1.52%) to 33,028.77. The price of the 10-year Treasury note increased 30/32, bringing its yield down to 1.599%. The price of the 30-year Treasury note climbed 1 31/32, decreasing its yield to 2.051%.
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2023 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850