Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 14th, 2020

SEC Fund Report Proposal Seen as Big Step Toward Modernization

One attorney who works on Securities and Exchange Commission compliance issues says the proposal will help retail investors digest key information while ensuring transparency remains a top priority. Read more >
‘Lifestyle Benefits’ Suddenly Seem Excessive Amid Economic Crunch
Heading into the coronavirus pandemic, employers were innovating and expanding their ancillary benefits for employees. For many, the focus has returned to protecting basic benefits, such as the retirement plan match. Read more >
4th Circuit Ruling Supports ERISA Stock-Drop Plaintiffs
Since an influential Supreme Court ruling known as Dudenhoeffer, plaintiffs have struggled to defeat dismissal motions in so-call stock-drop lawsuits, but a new panel ruling in the 4th Circuit bucks that trend. Read more >
Bloomberg to Offer ESG Scores
The model is informed by sustainability and industry frameworks, research and analysis to reduce noise, normalize data and address size bias and disclosure gaps. Read more >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
Lawsuit Against Northern Trust Over TDFs Will Proceed
Practice Progress Webinar Series
Each month, the editors of PLANADVISER will bring together industry experts to discuss practice management, client service, compliance, investments and more. Read more >
Tax-Saving Opportunity
Investors might consider a Roth conversion now. Read more >
Market Mirror
Thursday, the Dow inched downward by 80.12 points (0.29%) to fall to 27,896.72, the NASDAQ was up slightly by 30.27 points (0.27%) to end at 11,042,50, and the S&P 500 was off ever so slightly by 6.92 points (0.20%) for a 3,373.43 close. The Russell 2000 lost 3.46 points (0.22%) to decline to 1,579.79, and the Wilshire 5000 gave up 33.28 points (0.10%) to close at 34, 492.58. The price of the 10-year Treasury not was down by 13/32, increasing its yield to 0.722%, and the price of the 30-year Treasury bond was also down by 13.32, increasing its yield to 1.432%.
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