April 1st, 2020

ERISA VISTA: Asset Allocation Models I’m an investment adviser to 401(k) plans. I construct and utilize asset allocation models in carrying out my services. Am I considered an Employee Retirement Income Security Act fiduciary when I utilize these models? Read more > Coronavirus Updates for The Retirement Plan Industry The March 31 deadline for 403(b) plans has been extended to June 30, while the April 30 deadline for DB plans has been pushed to July 31.  Read more > Advisers Giving Back: The Smarter Tomorrow Foundation Founded by Florida-based financial adviser Jason Chepenik, the Smarter Tomorrow Foundation is on a long-term mission ‘to give every kid from every community a fair shot at a strong financial future.’ Read more > MOST READ ARTICLES

2020 PLANADVISER Micro Plan Survey Jumbo plans are often more innovative, but the micro-plan market, which the 2020 PLANADVISER Micro Plan Survey defines as plans with under $5 million in assets, excels in several areas.  Read more > How to Run a Remote Advisory Firm ‘This is likely the moment we will become full-time remote and never go back,’ one adviser says. ‘The challenge will be maintaining camaraderie.’ Read more > Market Mirror Tuesday, the Dow fell 410.32 points (1,84%) to 21,917.16, the NASDAQ closed 74.05 points (0.95%) lower at 7,700.10, and the S&P 500 decreased 42.06 points (1.60%) to 2,584.59. The Russell 2000 was down 5.21 points (0.45%) at 1,153.10, and the Wilshire 5000 lost 375.39 points (1.43%) to finish at 25,899.94. The price of the 10-year Treasury note increased 5/32, bringing its yield down to 0.674%. The price of the 30-year Treasury bond was up 4/32, decreasing its yield to 1.327%.

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