Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 4th, 2020
M&A Action: OneDigital Acquires Resources Investment Advisors
Health care planning meets retirement investing in the latest significant acquisition to hit the registered investment adviser community—the purchase of Resources Investment Advisors by OneDigital. Read more >
How to Protect Participant Data
If the participant data is considered a plan asset, there is a fiduciary duty to prudently oversee its use. However, the law is unsettled. Recent settlements of class action lawsuits suggest that participant data could be subject to ERISA fiduciary protection. As a result, plan committees may want to develop a strategy to address this issue. 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 >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from OneAmerica
Driven through Differentiators
Interview with Sandy McCarthy, Retirement Services President, OneAmerica Read more >
MassMutual Adds More Student Loan Repayment Help to Financial Wellness Tool
A refinancing program provided through CommonBond is available to people who have access to MassMutual’s retirement plans, voluntary benefits or both. Read more >
Guidance to Come About SECURE Act Provisions
Bradford P. Campbell, with Drinker Biddle, recently discussed specific requirements for open MEPs, now called pooled employer plans (PEPs), included in the SECURE Act. Read more >
NQDC Guidance
Advisers can help clients navigate the complexity of these supplemental plans. Read more >
Market Mirror
Monday, the Dow gained 143.78 points (0.51%), finishing at 28,399.81. The NASDAQ increased 122.47 points (1.34%) to 9,273.40, and the S&P 500 gained 23.40 points (0.73%) to finish at 3,248.92. The Russell 2000 closed 18.14 points (1.12%) higher at 1,632.20, and the Wilshire 5000 increased 260.84 points (0.79%) to 33,099.03. The price of the 10-year Treasury note fell 2/32, bringing its yield up to 1.526%. The price of the 30-year Treasury bond fell 1/32, increasing its yield to 2.004%.
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