Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 4th, 2019

Advisers Giving Back: Innovest’s Culture of Compassion

Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition. Read more >
Massachusetts Steps Closer to Stricter, Uniform Fiduciary Standard
Supporters of the Massachusetts proposal say the state-based regulations will be far more effective in tamping down on brokerage industry conflicts of interest compared with the national Regulation Best Interest. Read more >
Boomer and Millennial Advisers Can Learn From Each Other
Just as Boomers can take a page from Millennials’ playbook, by adopting AI, robo-advice solutions and other technology, Millennials can follow the lead of more experienced advisers, by not losing sight of the human connection, building strong one-on-one relationships and working with their clients’ family and children to build a more profitable practice. 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
Sponsored message from Transamerica
Discover the value of workplace wellness.
Learn how with our Workplace Wealth + Health℠ Toolkit. Read more >
John Hancock Reveals Stable Value Guaranteed Income Fund
The Stable Value Guaranteed Income Fund can be a valuable option for the conservative portion of anyone’s portfolio, says Patrick Murphy, CEO, John Hancock Retirement. Read more >
Sponsored message from T. Rowe Price
It’s Time to Get Serious About Retirement Income Solutions
Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets. Read more >
New SEC Advertising Regulations Warrant Caution
The new principles-based approach to advertising regulations may allow advisers to better tell their stories to prospective clients, but it still requires careful recordkeeping and accurate statements. Read more >
Market Mirror
Tuesday, the Dow fell 280.23 points (1.01%) to 27,502.81, the NASDAQ closed 47.34 points (0.55%) lower at 8,520.64, and the S&P 500 decreased 20.67 points (0.66%) to 3,093.20. The Russell 2000 was down 4.95 points (0.31%) at 1,602.63, and the Wilshire 5000 lost 194.58 points (0.61%) to finish at 31,540.84. The price of the 10-year Treasury note increased 32/32, bringing its yield down to 1.715%. The price of the 30-year Treasury bond climbed 2 4/32, decreasing its yield to 2.162%.
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