Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 24th, 2020

Nearly Time to Comply with Reg BI

Some see the SEC’s Regulation Best Interest as “nothing new,” while others say it will be a game changer when it takes effect June 30. Likely the biggest impacts will be felt by dual registered firms and broker/dealers. Read more >
Thole v. U.S. Bank Among Cases Still on Supreme Court Docket
Like many of us lucky enough to still be working during the pandemic, the Supreme Court is operating on a remote basis as the justices contemplate a case that could affect the application of the Employee Retirement Income Security Act. Read more >
Investment Products and Service Launches
Wells Fargo launches Retirement Income Solution and Morningstar is set to acquire Sustainalytics. Read more >
‘Gray Divorce’ on the Rise
The trend points to increased financial risk in retirement. Read more >
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
As States Add Retirement Programs, Private Providers See Growth
Schwab Sees Record Attendance in Participant 401(k) Sessions
ChatGPT Sentiment Analysis Significantly Outperforms Stock Market Average
Social Security Needs YOU
Advisers are asked to advocate for the program’s reform. Read more >
Investments That Sustain
ESG-conscious fixed-income products can strengthen a portfolio. Read more >
Extraordinary Measures
The SEC’s relief package helps advisers keep operating, while the CARES Act eases access to retirement savings. Read more >
Market Mirror
Thursday, the Dow increased 39.44 points (0.17%) to 23,515.26, the NASDAQ was virtually unchanged at 8,494.75, and the S&P 500 was down 1.51 points (0.05%) at 2,797.80. The Russell 2000 closed 12.54 points (1.04%) higher at 1,214.07, and the Wilshire 5000 was up 35.47 points (0.13%) at 28,096.83.   The price of the 10-year Treasury note was up 3/32, decreasing its yield to 0.598%. The price of the 30-year Treasury bond increased 1 3/32, bringing its yield down to 1.177%.
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