Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 23rd, 2020
The Year in PLANADVISER Cover Stories
Dedicated readers will know that, in addition to our daily digital news, PLANADVISER publishes six print editions each year. Each one of these includes an in-depth cover story examining some of the most important issues in the retirement planning industry, from the emergence of pooled employer plans to the ongoing impact of the SECURE and CARES Acts. Collected below are the cover stories from 2020. We hope you consider sharing one—or the whole series—with a client or colleague. Read more >
Pooled Strength
Among the potentially sweeping changes the SECURE [Setting Every Community Up for Retirement Enhancement] Act ushered in is the authorization of pooled employer plans—or PEPs. These will offer a new way for unrelated employers to collectively participate in a 401(k) plan—not a 403(b) or 457(b) plan, though—that is professionally run and, thanks to economies of scale, could charge lower fees than do traditional plans. Read more >
Ever Vigilant
Ways to help your clients protect against cybersecurity threats. Read more >
Investing Against COVID-19
The disappointment started in earnest when Italy was shuttered, and then was aggravated by the U.S. ban on inbound travel from Europe. Just a few months later, the COVID-19 pandemic and its push and pull on the financial markets ranked No. 1—or nearly so—on the agenda of every adviser, plan sponsor and participant. Read more >