Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 11th, 2020
Plaintiffs Challenge Antiquated Mortality Data in Latest ERISA Litigation Trend
The most recent national employer named in a mortality data lawsuit is the United Parcel Service (UPS), which is facing allegations very similar to those filed against MetLife, Pepsi, American Airlines and others. Read more >
There Were 13 RIA Transactions in January Totaling $18.9 Billion
Fidelity notes that sales of multi-billion-dollar firms continue to grow, with five of the 13 transactions representing 84% of total assets under management. Read more >
Solving Stress Is a Workforce Necessity
Generous and well-designed employee benefits are even more essential when the unemployment rate dips well below 4%—and so is cultivating a sense of trust and inclusion among the workforce. Read more >
2023 PLANADVISER Top Retirement Plan Advisers
2023 PLANADVISER Top Retirement Plan Advisers
Why 529 Education Savings Plans Are More Valuable Than Ever
Retirement Advisers See Increased Scrutiny on Fees, Services
Government Plans Face Unique Challenges With SECURE 2.0 Implementation
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 >
LT Trust Launches Enhanced Service Suite
LT Trust has announced a series of enhancements to its 401(k) product, including a redesigned fee structure and the assignment of a dedicated relationship manager for every adviser and plan sponsor client. Read more >
PLANADVISER Practice Benchmarking Survey
Our definitive annual report on how retirement plan advisers run their practices, particularly with respect to recommending funds, providing individual advice to plan participants and serving as a fiduciary. Read more >
Market Mirror
Monday, the Dow gained 174.31 points (0.60%) to finish at 29,276.82, the NASDAQ increased 107.88 points (1.13%) to 9,628.39, and the S&P 500 was up 24.38 points (0.73%) at 3,352.09. The Russell 2000 gained 10.89 points (0.66%) to 1,667.67, and the Wilshire 5000 closed 242.18 points (0.72%) higher at 34,070.16. The price of the 10-year Treasury note increased 2/32, bringing its yield down to 1.564%. The price of the 30-year Treasury bond climbed 4/32, decreasing its yield to 2.030%.
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