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 >
Excessive Fee ERISA Complaint Targets Cook Group
Barnabas Health Latest to Settle ERISA Suit
An Update on the SEC’s Private Fund Rule
Kellogg Faces ERISA Managed Account Fee Complaint
Strategies for Reining In Health Care Costs in Early Retirement
Consolidation Pressures
2019 breaks M&A records. Read more >
Missing the Mark?
Plan success measures are all over the map. Read more >
Market Mirror
Thursday, the Dow was up 33.33 points (0.14%) at 23,537.68, the NASDAQ gained 139.19 points (1.66%) to finish at 8,532.36, and the S&P 500 increased 16.19 points (0.58%) to 2,799.55. The Russell 2000 was down 5.89 points (0.50%) at 1,178.09, and the Wilshire 5000 closed 147.06 points (0.53%) lower at 27,984.88.   The price of the 10-year Treasury note was up 3/32, decreasing its yield to 0.607%. The price of the 30-year Treasury bond increased 1 30/32, bringing its yield down to 1.210%.
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