Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 5th, 2019

Advisers Giving Back: Teaching Young People Financial Literacy

For Barbara Delaney, who grew up watching her dad serve on the police force in the nearby Bronx, giving back to that community is a natural. And to do so, she taps her own natural bent for wanting to help people with their finances. Read more >
Global Trade Tensions Define Investment Outlook for Many
Experts suggest the uncertain U.S.-China trade situation has weighed heavily on business investment, resulting in weaker manufacturing activity worldwide. Read more >
Hear Directly From the SEC at PANC 2019
Roberta Ufford with the SEC’s Division of Investment Management and Bradford Bartels with the SEC’s Division of Trading and Markets will join us to discuss Reg BI and other rules and guidance issued alongside Reg BI, including an interpretation relating to the duties of advisers under the Advisers Act, and how the new rules and guidance may affects rollovers and rollover related advice.  Read more >
Make Your Adviser of the Year Nominations Today!
As we have in the past years, PLANADVISER is soliciting your help in identifying the best retirement plan advisers in the country. If you work with or for, or know of, a great plan adviser or plan adviser team, please help us recognize the best in the business. Nominations are due October 18th. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Retirement Advisers Increasingly Want PEP Option in Toolbox
With SECURE 2.0, the Cash Balance DB Plan May Be Back
A Reminder to Avoid Fraudulent Hardship Withdrawals
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Considering International Investments in Times of Market Volatility
During this period of heightened market volatility, active asset managers are marketing international and global equity strategies to institutional investors based on valuations and the value they could add to their portfolios, particularly in emerging markets and small-cap equities, says Alexi Maravel, director of institutional research for Cerulli Associates. Read more >
Advancing Advice for All
Managed account services can benefit plan sponsors, participants and advisers. Read more >
Market Mirror
Wednesday, the Dow gained 237.45 points (0.91%) to finish at 26,355.47, the NASDAQ closed 102.72 points (1.30%) higher at 7,976.88, and the S&P 500 increased 31.51 points (1.08%) to 2,937.78. The Russell 2000 was up 12.47 points (0.85%) at 1,484.76, and the Wilshire 5000 climbed 322.67 points (1.09%) to 20,014.25. The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.469%. The price of the 30-year Treasury bond decreased 4/32, bringing its yield up to 1.969%.
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