Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 1st, 2021

DOL Q&A: What’s Next with ESG, Fiduciary and Proxy Regs?

The path ahead is clearer for insurance producers and fiduciary investment advisers compared with the potential ambiguities facing broker/dealers, says Eversheds Partner Carol McClarnon. Read more >
Value Judgment
How to best assess an advisory firm’s worth for a merger or an acquisition Read more >
Frame of Reference
Boosting your industry acumen with the help of peers   Read more >
Retirement Industry People Moves
OneDigital Investment Advisors expands to NQDC market; PWA Joins CAPTRUST; Mutual of Omaha Retirement Services Adds to Sales Team; and more. Read more >
New York City Council Approves Auto-Enroll IRA Program
‘SECURE Act 2.0’ Appears Ready to Clear Committee
Stimulus Bill Extends Some Provisions of the CARES Act
DOL Investigation Lessons Learned From Long Experience
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
The DOL’s Latest Proposed PTE
How advisers who only do rollovers would avoid prohibited transactions. Read more >
Are You a QPAM?
The nuances of a qualified professional asset manager’s role. Read more >
Market Mirror
Friday, the Dow fell 620.74 points (2.03%) to 29,982.62, the NASDAQ lost 266.46 points (2.00%) to finish at 13,070.70, and the S&P 500 closed 73.14 points (1.93%) lower at 3,714.24. The Russell 2000 was down 32.97 points (1.56%) at 2,073.64, and the Wilshire 5000 decreased 730.89 points (1.82%) to 39,396.17.   The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.076%. The price of the 30-year Treasury bond decreased 7/32, bringing its yield up to 1.835%.   For the week ending January 29, the Dow was down 3.27%, the NASDAQ lost 3.49%, and the S&P 500 decreased 3.31%. The Russell 2000 fell 4.39%, and the Wilshire 5000 finished 3.40% lower.
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