Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 29th, 2020

Estate Plan Essentials

What should advisers understand about the patterns of inheritance, and how can they be prepared to help their clients make the most of any windfall? Read more >
Fidelity, Shell Oil Company Face Latest ERISA Lawsuit
Among other allegations, the litigation says Shell Oil fiduciaries allowed Fidelity to inappropriately utilize plan data for its own commercial purposes. Read more >
An Engagement Chain
The U.S. Department of Labor (DOL) has published the proposed version of much-anticipated regulations to let employers and retirement plan providers make the electronic delivery of mandated disclosure documents digital by default. Read more >
SECURE Act Update: IRS Provides Required Minimum Distribution Relief
Among its many popular provisions, the SECURE Act extended the age at which one must begin making withdrawals from tax advantaged savings. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Barnabas Health Latest to Settle ERISA Suit
The Role of the 401(k) in Today’s Tight Labor Market
Olin Corp. Soundly Defeats ERISA Lawsuit
Sponsored message from OneAmerica
Driven through Differentiators
Interview with Sandy McCarthy, Retirement Services President, OneAmerica Read more >
Advisers Giving Back: A Nationwide Network of Giving
Under the CBIZ Cares program, employees at CBIZ’s 100 offices around the nation are encouraged to volunteer their time in their local communities. Read more >
A New Way to Think About Building a Retirement Planning Practice
What is your closing rate for 401(k) plans? Have you tried offering simpler solutions? Read more >
Market Mirror
Tuesday, the Dow gained 187.05 points (0.66%) to finish at 28,722.85, the NASDAQ closed 130.37 points (1.43%) higher at 9.269.68, and the S&P 500 increased 32.61 points (1.01%) to 3,276.24. The Russell 2000 was up 14.18 points (0.86%) at 1,658.31, and the Wilshire 5000 climbed 328.72 points (1.00%) to 33,357.49. The price of the 10-year Treasury note decreased 26/32, bringing its yield up to 1.652%. The price of the 30-year Treasury bond fell 1 22/32, increasing its yield to 2.104%.
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