Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 7th, 2020

First Time Advising in a Bear Market?

It’s easy to tell clients their accounts have grown by leaps and bounds, but helping them calmly navigate a severe and sustained market downturn is another matter. Read more >
Coronavirus News for Plan Advisers
Focused editorial analysis of market movements, business challenges and legislative and regulatory actions. Read more >
Are You an Adviser or Consultant?
Think that distinction doesn’t matter? Just ask your service provider partners. Read more >
Advisers Giving Back
Giving monetary resources to charities is an important part of giving back. But many advisory firms are doing a whole lot more, putting not only their dollars but their staffs’ time and energy to work for great causes. Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Once They Catch On, PEPs Could Grow Exponentially
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Many Near-Retirees Don't Understand Social Security Benefits
Template Library Launched by Pivirotto Resource Group
“There’s a gap in the market where the solo adviser or small office is trying to create their own marketing, sales, and service process documents,” says Sharon Pivirotto. Read more >
Sharing Ownership
Advisers help sponsors limit participant use of company stock. Read more >
Market Mirror
Yesterday, the Dow gained 1,627.46 points (7.73%) to finish at 22,679.99, the NASDAQ closed 540.16 points (7.33%) higher at 7,913.24, and the S&P 500 was up 175.03 points (7.03%) at 2,663.68. The Russell 2000 climbed 86.72 points (8.24%) to 1,138.78, and the Wilshire 5000 increased 1,796.16 points (7.26%) to 26,532.42. The price of the 10-year Treasury note decreased 30/32, bringing its yield up to 0.675%. The price of the 30-year Treasury bond fell 1 30/32, increasing its yield to 1.281%.
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