| 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.
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| The Art of Adaptation | | As defined contribution (DC) 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 > | | | Value Judgment | | The retirement plan advisory space will consolidate at an increasingly accelerated rate, predicts Rick Shoff, managing director, advisor group at CAPTRUST in Doylestown, Pennsylvania. Even faster than it has in the past two or three years? “Big-time,” he responds.
Read more > | | | A Careful Inspection | | The need for employers to juggle many priorities, as is required in these challenging times, seems to be here to stay—at least for the foreseeable future. To add to that, a retirement plan’s committee still must fulfill its fiduciary responsibilities.
Read more > | | | Market Mirror | | Tuesday, the Dow lost 200.94 points (0.67%) to finish at 30,015.51, the NASDAQ closed 65.40 points (0.51%) higher at 12,807.92, and the S&P 500 decreased 7.66 points (0.21%) to 3,687.26. The Russell 2000 climbed 19.55 points (0.99%) to 1,989.88, and the Wilshire 5000 was up 19.02 points (0.05%) at 39,052.99.
The price of the 10-year Treasury note was up 1/32, decreasing its yield to 0.921%. The price of the 30-year Treasury bond increased 26/32, bringing its yield down to 1.656%.
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