Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 4th, 2020

15th Anniversary of RPAY: Steven Dimitriou at Mayflower

After many years on the Wells Fargo platform, Mayflower is about to go fully independent by establishing its own registered investment adviser. Read more >
As Pandemic Rolls On, Some Employers Reinstate Matches
Though their business environments have not returned to normal, some employers that had made changes to their retirement plan match are beginning to revisit this decision. Read more >
Employees Need HSA Education, Especially Now
Education is vital for all benefits, and especially now for health insurance coverage, says Fidelity Investments. Read more >
Market Risk Remains Participants’ Biggest Concern
American Century surveyed retirement plan participants at the outset of the pandemic, when market volatility was extreme. Read more >
Retirement Industry People Moves
Lockton brings in senior adviser; Qontigo selects multi-asset solutions head; Franklin Templeton appoints head of U.S. distribution; 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
LinkedIn Will Pay Out $6.75 Million for 401(k) Participant Complaint
Why to Consider Minority Stake PE Investments
Minority stake investments made by private equity firms are common in some industries. Might the registered investment adviser space be next? Read more >
Working Generations Are Uncertain about Social Security
Twenty-seven percent of Millennials are expecting to retire earlier than the full retirement age, while 18% do not believe Social Security will be around at their full retirement age.  Read more >
Where Are They Now? A Mother-Daughter Team at Cafaro Greenleaf
Dorann Cafaro, one of the earliest winners of the Retirement Plan Adviser of the Year award, has retired from the practice. Her daughter, Jamie Greenleaf, says the focus hasn’t wavered since 2006. Read more >
Market Mirror
Monday, the Dow was up by 236.08 points (0.89%) to reach 26,664.40, the NASDAQ climbed 157.52 points (1.47%), and the S&P 500 took on 23.49 additional points (0.72%) for a 3,294.61 close. The Russell 2000 was up by 26.38 points (1.78%) to reach 1,506.80, and the Wilshire 5000 gained 297.12 points (0.89%) to reach 33,690.51. The price of the 10-year Treasury note was down 2/32, increasing its yield to 0.554%, and the price of the 30-year Treasury bond was down 30/32, increasing its yield to 1.230%. 
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2023 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850