Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 1st, 2021

The Case for Custom Default Investment Solutions

Michael Volo at CAPTRUST says it makes sense that target-date solutions have evolved the same way retirement plan products have over time—from closed architecture, proprietary solutions to open architecture solutions using best-in-class underlying investments. Read more >
Advisers Have Expanded Their Role During the Pandemic
Participants’ financial wellness and emergency preparedness have become more important in advisers’ service models, and some practices are even guiding clients on vaccines and reopening their businesses. Read more >
How To: Strengthen Portfolios With Alternatives, Multi-Asset Approaches
At the end of last year, 79% of investors said they had made no significant changes to their portfolio in reaction to the COVID-19 pandemic. However, 52% said they will make portfolio changes this year due to the pandemic.  Read more >
Judge Moves Forward Claims in Lawsuit Against Schneider Electric
Claims were also moved forward against defendant Aon Hewitt Investment Consulting related to a target-date fund (TDF) switch. Read more >
Franklin Templeton to Acquire Putnam for $925 Million
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Smart Acquires Managed Account Provider ProManage
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
FINRA Fines Vanguard for Overstating Money Market Projections
Advisor Websites, Snappy Kraken Partner on Marketing Initiative
Advisor Websites and marketing technology provider Snappy Kraken have partnered on a marketing initiative for advisers. Read more >
The PLANADVISER Retirement Plan Adviser Survey
When selecting investment managers, advisers’ top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind. Read more >
Market Mirror
Wednesday, the Dow was down 85.41 points (0.26%) at 32,981.55, the Nasdaq climbed 201.48 points (1.54%) to 13,246.87, and the S&P 500 increased 14.34 points (0.36%) to 3,972.89. The Russell 2000 gained 24.72 points (1.13%) to finish at 2,220.52, and the Wilshire 5000 closed 241.35 points (0.58%) higher at 41,741.90. The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.747%. The price of the 30-year Treasury bond decreased 31/32, bringing its yield up to 2.419%.
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