Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 29th, 2020

The Need for Planning—Not Just Advice—Is Clear

Financial advisers say the coronavirus pandemic has exposed the need for creating a comprehensive financial plan as opposed to receiving ad hoc advice. Where does a comprehensive financial plan start? Read more >
Some Comforting Lessons for Retirement Plan Investors
Data from leading retirement plan recordkeepers shows 401(k) and IRA accounts have seen smaller losses than retail brokerage accounts, thanks in no small part to the efforts of plan sponsors and their advisers. Corporate pensions have also fared better than their public counterparts. Read more >
Trade Groups Call on Iowa to Align with Reg BI
At a digital hearing conducted by the Iowa Insurance Division, industry representatives asked the state regulator to grant a safe harbor for broker/dealers that comply with Reg BI. Read more >
Advisers Giving Back: Pensionmark
One charity program Pensionmark supports is Partners in Education, which pairs young people with mentors from the business community to help them prepare for internships and first jobs. Read more >
MOST READ ARTICLES
1
Three New ERISA Lawsuits Bash Actively Managed TDFs
2
Attorneys Offer Closer Reading of DOL’s Open MEP RFI
3
Another Lawsuit Challenges Use of Untested CITs in 401(k) Plan
4
Despite DOL’s Proposed Tightening, ESG Can Still Shine
5
With Another Rule Proposal, DOL’s Fiduciary Saga Continues
Sponsored message from Mass Mutual
Why COLI? Why MassMutual?
Interview with Mark Laramee Managing Director of COLI Sales, Institutional Solutions Read more >
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 >
A Brave New Fiduciary World
The response of advisers to the coronavirus pandemic can provide a concrete illustration of how fiduciaries now function. Read more >
Market Mirror
Tuesday, the Dow decreased 32.23 points (0.13%) to 24,101.55, the NASDAQ closed 122.43 points (1.40%) lower at 8,607.73, and the S&P 500 was down 15.09 points (0.52%) at 2,863.39. The Russell 2000 climbed 16.20 points (1.26%) to 1,298.08, and the Wilshire 5000 lost 113.85 points (0.39%) to finish at 28,876.29. The price of the 10-year Treasury note increased 27/32, bringing its yield down to 0.614%. The price of the 30-year Treasury bond climbed 1 5/32, decreasing its yield to 1.206%.
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