Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 9th, 2020

A Return to Rollover Advice

Most of my clients are individuals, and many of my new client relationships are IRA advisory accounts resulting from my rollover recommendations to people who are 401(k) participants. I don’t provide advice, or any other services, to 401(k) plans. How does the Department of Labor’s recent proposed exemption affect the rollover advice I provide to plan participants? Read more >
Rollins ERISA Challenge Tossed on Technical Issue
The short, pro-defense ruling concludes that the lead plaintiff has not exhausted all potential administrative remedies, making a lawsuit inappropriate at this juncture. Read more >
The Top Earners Will Pay 11% in Taxes in Retirement
Households face taxes on most components of their retirement income, including Social Security benefits, workplace retirement plans and capital gains taxes on any financial assets they sell. Read more >
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 >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
Senators Propose Repealing Social Security Cuts to Public Pensioners
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Sponsored message from Nationwide
Explore 401(k) and 403(b) solutions in our new Consultant Center.
We offer thought leadership, tools, and industry insights. With our high-touch service and history of excellence, we go above and beyond to support you and clients. 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 >
Plan Advisers Have a Role to Play in Teaching Participants About Taxes in Retirement
Participants can make the right decisions about how to save and taking distributions in retirement when they understand taxation. Read more >
Market Mirror
Tuesday, the Dow increased 104.09 points (0.35%) to 30,173.88, the NASDAQ gained 62.84 points (0.50%) to finish at 12,582.77, and the S&P 500 was up 10.29 points (0.28%) at 3,702.25. The Russell 2000 climbed 26.53 points (1.40%) to 1,917.78, and the Wilshire 5000 closed 171.31 points (0.44%) higher at 38,864.24. 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 1.666%.
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