April 16th, 2020

Grit, Humility, Resolve Drive Investing Success in Tough Times The equity markets dropped by nearly 50% during the Great Recession of 2008 and 2009, but retirement plan account balances of those who stayed the course recovered their full value by 2010, despite the lingering economic challenges. Read more > First Time Advising in a Bear Market? It’s easy to tell clients their accounts have grown by leaps and bounds, but helping them calmly navigate a severe and sustained market downturn is another matter. Read more > 2020 Top 100 Retirement Plan Advisers Each year, PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement. Read more > MOST READ ARTICLES 1 2023 Retirement Plan Adviser of the Year Finalists 2 Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business 3 With SECURE 2.0, the Cash Balance DB Plan May Be Back 4 Retirement Advisers Increasingly Want PEP Option in Toolbox 5 Complying With the Custody Rule and the New Custody Proposal

Sponsored message from Mass Mutual Why COLI? Why MassMutual? Interview with Mark Laramee Managing Director of COLI Sales, Institutional Solutions Read more > Second Excessive Fee Suit Targets Cerner Corp. The first lawsuit filed against the firm could be forced into arbitration—an outcome this new class action complaint seeks to avoid. Read more > Settlement Announced in Princeton University Retirement Plans Lawsuit Plan fiduciaries were accused of causing the plans to pay unreasonable and excessive fees for recordkeeping and investments. Read more > Market Mirror Wednesday, the Dow decreased 445.41 points (1.86%) to 23,504.35, the NASDAQ was down 122.56 points (1.44%) at 8,393.18, and the S&P 500 closed 62.70 points (2.20%) lower at 2,783.36. The Russell 2000 fell 53.36 points (4.31%) to 1,183.98, and the Wilshire 5000 lost 639.48 points (2.25%) to finish at 27,837.88. The price of the 10-year Treasury note increased 1 1/32, bringing its yield down to 0.636%. The price of the 30-year Treasury bond climbed 3 5/32, decreasing its yield to 1.273%.

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