Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 5th, 2020

The Art of Adaptation

As defined contribution plans have evolved, so have the tools and services that investment managers offer plan advisers in the form of defined contribution investment-only (DCIO) products. Read more >
$10M NRECA Settlement Agreement Includes Administrative Changes
In addition to a $10 million payment to a settlement fund, the agreement calls for fee reviews and analyses to occur on at least a triannual basis. Read more >
CARES Act Withdrawals From TSP Averaged $26,270
The TSP reported that, among the more than 6 million TSP participants, there were only 3,797 CARES Act withdrawals.  The total amount of CARES Act withdrawals came to nearly $100 million. Read more >
EBRI Shows Risk in Taking CRDs and Loans
One scenario in the study predicts a 54% reduction in retirement account balances if a participant were to fail to repay a coronavirus-related distribution.  Read more >
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
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Home Depot ERISA Lawsuit Clears Dismissal Motions
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A New World and New Opportunities for Alpha
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Excessive Fee Lawsuit Filed Against Duke Energy
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AutoZone ERISA Suit Clears Motion to Dismiss
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 >
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 >
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 >
‘Super Savers’ Remain Confident Despite COVID-19 Market Volatility
Despite the pandemic and the extreme market volatility it has caused, “super savers” are continuing to save for their retirement, according to a survey by Principal Financial Group. Read more >
Edward Jones and Age Wave Examine New Retirement Concerns
Financial advisers have a large impact on how confident older workers are during retirement. Read more >
Market Mirror
Tuesday, the Dow was up by 164.07 points (0.62%) to reach 26,828.47, the NASDAQ climbed 38.37 points (0.35%) to finish at 10,941.17, and the S&P 500 gained 11.90 points (0.36%) for a 3,306.51 close. The Russell 2000 was up by 10.41 points (0.69%) to reach 1,517.21, and the Wilshire 5000 gained 133.11 points (0.40%) to reach 33,823.62. The price of the 10-year Treasury note was up 27/32, decreasing its yield to 0.505%, and the price of the 30-year Treasury bond was up 13/32, decreasing its yield to 1.184%.
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