Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 11th, 2020
Even 2020 Couldn’t Dampen RIA Industry M&A Momentum
Though the whole year and the final quarter, especially, have already delivered impressive numbers, there are expectations that some additional major transactions could soon be announced. Read more >
Vestwell Partners With Envestnet on 3(38) Services
The services will now be available to Vestwell advisers. Read more >
Paychex Introduces a Pooled Employer Plan
The firm says the PEP will reduce fiduciary liability for employers. Read more >
The 5-Year ‘Test’
A survey finds many retirees don’t have the assets to keep up their spending. Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Biden’s First Veto Keeps DOL’s ESG Rule in Place
2023 Retirement Plan Adviser of the Year Finalists
Experts Predict Major Growth in Retirement Coverage, Benefits
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from John Hancock
Add Financial Stress to the Symptoms—and the Cost—of the Covid-19 Pandemic
Financial stress has increased among American workers as the pandemic has continued, adding to the costs borne by employers. Plan sponsors, financial professionals, and recordkeepers can work together to reinforce the basics of improving financial wellness—it’s what workers are looking for. Read more >
A Return to Rollover Advice
The DOL revisits the potential for adviser/client ongoing relationships. Read more >
Whether—and How—to Vote Proxies
DOL proposal could complicate this plan-fiduciary job. Read more >
Market Mirror
Thursday, the Dow decreased 69.55 points (0.23%) to 29,999.26, the NASDAQ increased 66.86 points (0.54%) to 12,405.81, and the S&P 500 was down 4.72 points (0.13%) at 3,668.10. The Russell 2000 closed 20.56 points (1.08%) higher at 1,922.70, and the Wilshire 5000 was up 78.38 points (0.20%) at 38,552.14.   The price of the 10-year Treasury note was up 4/32, decreasing its yield to 0.903%. The price of the 30-year Treasury bond increased 1 4/32, bringing its yield down to 1.630%.
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