Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 19th, 2020

15 Years of Retirement Plan Adviser of the Year

Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program. In light of this 15-year anniversary, 2020 will be a trip down memory lane, as well as a look toward the future. Read more >
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
The firm has successfully argued that it is entitled to negotiate and collect revenue-sharing fees from mutual fund companies in exchange for representation on its FundsNetwork platform. Read more >
Franklin Templeton Expands Institutional Footprint With Acquisition of Legg Mason
With the acquisition, Franklin Templeton will preserve the autonomy of Legg Mason’s affiliates, ensuring that their investment philosophies, processes and brands remain unchanged. Read more >
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 >
Experts Predict Major Growth in Retirement Coverage, Benefits
Why 529 Education Savings Plans Are More Valuable Than Ever
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Biden’s First Veto Keeps DOL’s ESG Rule in Place
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from John Hancock
John Hancock’s state of the participant 2020
Learn about participant behavior and how it effects their journey toward retirement. Read more >
Rolling Into IRAs
A new DC plan may be the better choice when a person changes jobs. Read more >
Employee-Owned Advisory Shops
The National Center for Employee Ownership has thousands of members, spanning all sectors of the economy. While some business sectors with relatively high employee turnover may not make great ESOP candidates, most other businesses will. These include financial services firms such as retirement-focused independent registered investment advisers and wealth managers. Read more >
Market Mirror
Tuesday, the Dow lost 165.89 points (0.56%) to finish at 29,232.19, the NASDAQ inched up 1.57 points (0.02%) to 9,732.74, and the S&P 500 decreased 9.87 points (0.29%) to 3,370.29. The Russell 2000 was down 4.06 points (0.24%) at 1,683.52, and the Wilshire 5000 closed 65.11 points (0.19%) lower at 34,363.22. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.559%. The price of the 30-year Treasury bond increased 7/32, bringing its yield down to 2.013%.
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