Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 17th, 2020

Hard Lessons About Liquidity Buckets and Cash

The middle of a severe bout of market volatility is not the right time to build a bucket strategy or an annuity income stream, but times like these clearly demonstrate why such strategies are important for late-career workers and new retirees. Read more >
Retirement Plan Contributions Allowed Under Paycheck Protection Program
While the text of the CARES Act generated some uncertainty, the Treasury Department has confirmed that the PPP offers help with employer contributions to retirement plans and toward health benefits for employees. Read more >
FinFit Now Available to Customers of Oasis
The financial wellness platform includes a comprehensive suite of essential tools and resources to help improve people’s financial health and well-being. Read more >
Coronavirus News for Advisers
Focused editorial analysis of market movements, business challenges and legislative and regulatory actions. Read more >