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 >
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Getting Income Projections Right
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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