Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 30th, 2020

Adviser Choice Awards

PLANADVISER has announced winners of the sixth annual Adviser Choice Awards, to be handed out at the 2020 PLANSPONSOR + PLANADVISER Excellence in Retirement Awards on March 26th. Read more >
Plaintiffs Partially Clear Dismissal Motion in Health Care Pension Lawsuit
The court says “actuarial equivalence” may be a term of art, but it is in fact left undefined by the federal statutes governing pension plans. Read more >
The Extent of Obligation
One of the most important things an adviser and his plan sponsor client can do for the members of the sponsor’s retirement plan committee is to supply them with robust and periodic fiduciary training. Read more >
Business Owners Dream (Wrongly) of an Easy Retirement Transition
Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the enterprise, thinking that will be their “retirement plan.” Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from Mass Mutual
The Future of Financial Wellness?
Click here to watch the excerpt. Read more >
Financial Engines to Provide Financial Planning, Investment Services to Alight Clients
Services include a personalized financial planning experience for employees and an extension of high-quality institutional investment management for all the household’s accounts. Read more >
Streamlining the Process
TPAs can create efficiencies for serving micro plans. Read more >
Market Mirror
Wednesday, the Dow was up 11.60 points (0.04%) at 28,734.45, the NASDAQ increased 5.48 points (0.06%) to 9,275.16, and the S&P 500 was down 2.84 points (0.09%) at 3,273.40. The Russell 2000 decreased 9.09 points (0.55%) to 1,649.22, and the Wilshire 5000 closed 35.48 points (0.11%) lower at 33,322.04. The price of the 10-year Treasury note increased 28/32, bringing its yield down to 1.588%. The price of the 30-year Treasury bond climbed 1 29/32, decreasing its yield to 2.041%.
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