Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 26th, 2020

PANC 2020: People, Ideas, Opportunities

Join us live from the comfort of your desk on September 14 to 18, 2020! Follow the link for the latest news about our DIGITAL 2020 PLANADVISER National Conference. Read more >
Stakeholders Want More Substantive PEP Guidance from DOL
Though they applaud the direction the Department of Labor is taking, expert ERISA attorneys say a new proposed rule does not sufficiently explain how pooled employer plans can be structured like existing multiple employer plans. Read more >
The Secret to Getting a Gig
The latest data from J.D. Power shows the average age of financial advisers is about 55, and approximately one-fifth are 65 or older. Clearly, the industry needs to attract more young people. Read more >
ERISA Vista: Client Relationship Summary
Who exactly needs to receive a Form CRS? And when?  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
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from PLANADVISER
Unprecedented times call for leading-edge business intelligence
PLANADVISER Thought Leadership will keep you informed.  Learn more>> Read more >
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 >
Advisers’ New Challenge Is Helping Investors Navigate Volatility
On the heels of a 12-year bull market and amidst a pandemic, investors unrealistically still expect outsized returns, Natixis finds. Read more >
New Entrants, Disruptors Could Shake Up the Financial Planning Industry
Fewer advisers expect traditional financial professionals to encroach on their territory, Natixis finds. Read more >
Market Mirror
Tuesday, the Dow was down 60.02 points (0.21%) at 28,248.44, the NASDAQ gained 86.75 points (0.76%) to finish at 11,466.47, and the S&P 500 closed 12.34 points (0.36%) higher at 3,443.62. The Russell 2000 was up 2.74 points (0.17%) at 1,571.21, and the Wilshire 5000 increased 116.93 points (0.33%) to 35,178.39. The price of the 10-year Treasury note was down 3/32, increasing its yield to 0.688%. The price of the 30-year Treasury bond decreased 31/32, bringing its yield up to 1.399%.
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