Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 2nd, 2020

HUB International Running Full Steam Ahead on RIA Acquisitions

The aggregator expects it will announce several more acquisitions of leading retirement plan advisory firms this year and have a busy 2021. During a recent conversation with PLANADIVSER, HUB International’s Adam Sokolic spoke in no uncertain terms about his company’s ambitions for the rest of the year, and for 2021. Read more >
Optimism About Practice Growth as Pandemic Drags On
There is still a robust amount of activity when it comes to advisers winning existing plans, but there has been a drop-off of new plan sales, sources say. Read more >
2021 Plan Sponsor of the Year Nominations Are Open
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of the Year award. Read more >
What Have We Learned From So Much Litigation?
This editorial-driven webinar will examine the ERISA litigation landscape, looking beyond the endless flow of new complaints and settlements to identify where plaintiffs are having genuine legal success, and where their claims are falling short. Read more >
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Franklin Templeton to Acquire Putnam for $925 Million
SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
Smart Acquires Managed Account Provider ProManage
Sponsored message from MassMutual Investments
Ascending Through the Fire With an Evolving Fiduciary Governance Approach
Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors. Read more >
Has the DOL Found an ESG Middle Ground?
George Michael Gerstein, an ERISA attorney with Stradley Ronon, dissects the DOL’s final rule regarding ESG investing in retirement plans, calling it a compromise that might be here to stay. Read more >
ShareBuilder 401k Announces Fee Wavier Program
The firm says it is waiving set-up fees on all of its 401(k) plans through December 22. Read more >
Market Mirror
Tuesday, the Dow gained 185.28 points (0.63%) to finish at 29,823.92, the NASDAQ closed 156.37 points (1.28%) higher at 12,355.11, and the S&P 500 increased 40.82 points (1.13%) to 3,662.45. The Russell 2000 was up 16.23 points (0.89%) at 1,836.05, and the Wilshire 5000 climbed 354.73 points (0.94%) to 38,194.37. The price of the 10-year Treasury note decreased 31/32, bringing its yield up to 0.931%. The price of the 30-year Treasury bond fell 2 28/32, increasing its yield to 1.682%.
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