Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 3rd, 2020

Many Project Mild Interest in Private Equity Among DC Plans

The broad trend of fiduciaries pursuing the lowest cost passively managed investment options will likely temper plans sponsors’ interest in adding private equity investments, sources say. Read more >
Biden’s Plan to Shore Up Americans’ Retirement Builds on Status Quo
It proposes reinforcing Social Security and Medicare as key steps to providing greater retirement security to older Americans. Read more >
15th Anniversary of RPAY: Barbara Delaney
After exploring a number of large benefits firms that they thought could be potential purchasers, last September, the former PLANSPONSOR Retirement Plan Adviser Team of the Year closed on a deal with HUB International. 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 >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
Complying With the Custody Rule and the New Custody Proposal
Client Relationship Summary
Who exactly needs to receive a Form CRS? Read more >
Evaluating Reg BI Compliance
Five takeaways from an OCIE Risk Alert. Read more >
Market Mirror
Friday, the Dow was up 114.67 points (0.44%) at 26,428.32, the NASDAQ climbed 157.46 points (1.49%) to 10,745.28, and the S&P 500 closed 24.90 points (0.77%) higher at 3,271.12. The Russell 2000 lost 20.20 points (1.35%) to finish at 1,480.43, and the Wilshire 5000 increased 198.93 points (0.60%) to 33,393.33.   The price of the 10-year Treasury note was up 2/32, decreasing its yield to 0.532%. The price of the 30-year Treasury bond increased 3/32, bringing its yield down to 1.196%.   For the week ending July 31, the Dow was down 0.16%, the NASDAQ climbed 3.69%, and the S&P 500 finished 1.73% higher. The Russell 2000 increased 0.88%, and the Wilshire 5000 gained 1.80%.
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