PLANADVISERdash – August 28, 2020

Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR

August 28th, 2020

Future Trends in CIT Product Development

Although collective investment trusts hold a fraction of the total assets in retirement plans, with ongoing changes in the broader intermediary landscape, they appear to be poised for continued growth. Read more >

The “new abnormal” has advisers asking deep questions about the future of the retirement planning industry. In response, this year’s online PLANADVISER National Conference (PANC) will bring together a range of thought leaders to help you enhance your business for the rest of 2020 and prepare for 2021. Expert presenters and panelists will tackle tough questions about advising in a digital-first environment and working strategically with clients during these challenging times. We will also look ahead to the impact of the SECURE Act and Reg BI, and debate the importance of integrating community service elements in your practice. Our agenda has been spread out over a week, giving you ample time to attend to client and practice needs in between the sessions you want to attend. Register today! Read more >

Wilmington Trust Faces Further ERISA Litigation Tied to ESOP Clients

The firm has previously settled similar challenges related to market price evaluation services provided to employee stock ownership plans. Read more >

FinFit Creates Savings Account With Employer Match

Employers can match up to 100% of employees’ contributions. Read more >

MOST READ ARTICLES

2023 PLANADVISER Top Retirement Plan Advisers

Why 529 Education Savings Plans Are More Valuable Than Ever

Retirement Advisers See Increased Scrutiny on Fees, Services

Government Plans Face Unique Challenges With SECURE 2.0 Implementation

Retirement Industry Experts See Tremendous Promise for PEPs

Many say they think the pooled employer plans authorized under the SECURE Act will open more doors for small businesses. Read more >

Investment Product and Service Launches

Vanguard makes changes to money market fund lineup, and S&P Dow Jones Indices announces changes to the DJIA. Read more >

Principal Creates 401(k) Platform for Small Businesses

Simply Retirement by Principal is designed for companies with fewer than 100 employees. Read more >

Market Mirror

Thursday, the Dow climbed 160.35 points (0.57%) to 28,492.27, the NASDAQ closed 39.72 points (0.34%) lower at 11,625.34, and the S&P 500 increased 5.82 points (0.17%) to 3,484.55. The Russell 2000 was up 4.37 points (0.28%) at 1,564.56, and the Wilshire 5000 gained 72.46 points (0.20%) to finish at 35,585.41. The price of the 10-year Treasury note decreased 27/32, bringing its yield up to 0.748%. The price of the 30-year Treasury bond fell 2 0/32, increasing its yield to 1.503%.

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