Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 3rd, 2020

Are Your Clients Carrying Uncompensated Risk Into 2021?

With hopes and expectations for a continued market rebound through next year, it is the right time to address causes of ‘uncompensated risk’ in a long-term equity portfolio. Read more >
DOL Releases Updated Versions of Form 5500
The Department of Labor (DOL)’s Employee Benefits Security Administration (EBSA), the IRS and the Pension Benefit Guaranty Corporation (PBGC) have released advance informational copies of the 2020 Form 5500, including the Form 5500-SF and the IRS Form 5500-EZ, which now also appear on the EBSA website. Read more >
The 5-Year ‘Test’
Retirees’ reductions in spending (which, for many, are substantial) deserve to be examined further, as they raise questions regarding whether the reductions adversely affect retirees’ quality of life and/or essential expenses. Read more >
Beneath the Waves
The 2020 Retirement Plan Adviser Survey (RPA), our 13th, amasses data from the adviser community to discover how these individuals select providers and funds, plus, as in other years, to pick up on any developing trends. 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 >
MOST READ ARTICLES
1
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
2
Op-Ed: Financial and 401(k) Trends to Consider
3
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
4
Protecting Elderly Clients From Financial Abuse
5
DOL, IRS and PBGC Call for Comments on Form 5500 Revisions
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 >
Mentorship, Diversity and Opportunity
Successful advisers say mentorship is a key to solving the industry’s clear and present diversity problem. Read more >
Advisers Giving Back – Domenic DiPiero at Newport Capital Group
The founder and president of the firm says giving back to the community is something he learned at home—and from an early age. Read more >
Market Mirror
Wednesday, the Dow closed 59.87 points (0.20%) higher at 29,883.79, the NASDAQ was down 5.74 points (0.05%) at 12,349.37, and the S&P 500 was up 656 points (0.18%) at 3,669.01. The Russell 2000 inched up 1.98 points (0.11%) to finish at 1,838.03, and the Wilshire 5000 increased 29.05 points (0.08%) to 38,223.33. The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.936%. The price of the 30-year Treasury bond decreased 5/32, bringing its yield up to 1.693%.
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