Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 18th, 2020

Remote Meetings May Continue Indefinitely, In Part, for Advisers

One silver lining in the coronavirus pandemic has been a rethink of the need for certain business travel; many who used to travel extensively across the country are welcoming videoconferencing. Read more >
SEC Staff: COVID-19 Creates New Compliance Considerations
Market volatility related to COVID-19 may have heightened the risk of misconduct in various areas that the SEC staff believes merit additional attention from advisers and compliance professionals. Read more >
LinkedIn Now on Long List of Plan Sponsors Facing Excessive Fee Lawsuits
Defendants are accused of failing to use the lowest cost share class for many of the funds in the plan and failing to consider CITs and index funds as lower-cost alternatives. Read more >
2020 Digital PLANADVISER National Conference Registration
Join us live from the comfort of your desk September 14 to 18, 2020! Our agenda has been entirely redesigned with a focus on navigating this challenging business environment. Follow the link to learn more. Read more >
Sponsored message from T. Rowe Price
Bridging the Gap Between Accumulation and Decumulation
Some participants do not even know that staying in plan can be an option after retirement. Read more >
IRS Provides New Model Rollover Notices
The model notices have been updated to reflect changes made by the SECURE Act. Read more >
2020 PLANADVISER Micro Plan Survey
Micros still lag far behind larger plans in fiduciary best practices such as having an investment committee.  Read more >
15th Anniversary of RPAY: Rick Wedge
When he won the 2010 Retirement Plan Adviser of the Year award, Rick Wedge’s practice had $300 million in assets under advisement. Today, Wedge, a managing director with Pensionmark, advises on more than $1 billion. Read more >
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 >
Market Mirror
Yesterday, the Dow decreased 86.11 points (0.31%) to 27,844.91, the NASDAQ climbed 110.42 points (1.00%) to 11,139.73, and the S&P 500 was up 9.14 points (0.27%) at 3,381.99. The Russell 2000 closed 5.69 points (0.36%) higher at 1,585.47, and the Wilshire 5000 gained 154.22 points (0.45%) to finish at 34,632.24. The price of the 10-year Treasury note was up 2/32, decreasing its yield to 0.687%. The price of the 30-year Treasury bond increased 3/32, bringing its yield down to 1.435%.
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