|
|
|
December 3rd, 2020 |
|
|
| 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 > | |
|
|
|
| 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%.
| |
|
Copyright ©2025 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
|
|
702 King Farm Boulevard, Suite 300, Rockville, MD 20850
|
|
