Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 11th, 2020

Evaluating Reg BI Compliance

David Kaleda, principal in the fiduciary responsibility practice group at Groom, discusses five takeaways from a Securities and Exchange Commission Risk Alert publication about the Regulation Best Interest.  Read more >
Media Company Latest to Face Legal Scrutiny Over Fidelity Freedom Funds
The case is yet another example of Employee Retirement Income Security Act litigation to question the use of actively managed default investments. Read more >
Commercial Real Estate in Question as Remote Work Continues
With the coronavirus pandemic having forced many millions of Americans to work remotely for nearly five months, a question has emerged which would have been unthinkable just last year: What is the future of office buildings and commercial real estate? Read more >
Musician Union Pension Clashes with U.S. Treasury
Congress is divided on how to address the union pension funding crisis, which is exemplified by the plight faced by the American Federation of Musicians and Employers’ Pension Fund. Read more >
Sponsored message from New York Life Investments
It’s High Time for High Yield: Improve retirement portfolio potential.
Over-reliant on traditional asset classes for your plan line-ups? Add high-yield and other non-core fixed-income asset classes. Read our Market Trends and Analysis white paper to learn more. Read more >
PLANADVISER Practice Benchmarking Survey
Our definitive annual report on how retirement plan advisers run their practices, particularly with respect to recommending funds, providing individual advice to plan participants and serving as a fiduciary. Read more >
An Uptick in Customer Arbitration?
To mitigate the risk of arbitration claims being filed, firms and advisers need to recognize that certain customers may have lost money, or may have at least experienced temporary declines in their portfolio, and these customers may be emotional.  Read more >
Why to Consider Minority Stake PE Investments
Minority stake investments made by private equity firms are common in some industries. Might the registered investment adviser space be next? Read more >
Market Mirror
Yesterday, the Dow climbed 357.96 points (1.30%) to 27,791.44, the NASDAQ closed 42.63 points (0.39%) lower at 10,968.36, and the S&P 500 increased 9.19 points (0.27%) to 3,360.47. The Russell 2000 gained 15.49 points (0.99%) to finish at 1,584.67, and the Wilshire 5000 was up 86.74 points (0.25%) at 34,354.09. The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.581%. The price of the 30-year Treasury bond decreased 27/32, bringing its yield up to 1.254%.
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