Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 10th, 2021
Addressing Millennials’ Debt vs. Saving Dilemma
A significant number of Millennials are misinformed about when to save and invest for retirement, and they need plan sponsor help with student loan debt. Read more >
Potential for New Federal Stimulus Reshapes 2021 Market Outlooks
The slow but steady distribution of coronavirus vaccines in the U.S. and other developed nations is also having a favorable impression on the equity markets, but serious risks remain.  Read more >
Pandemic Lessons: The Importance of the Savings Hierarchy
Sources agree that, without a solid foundation of advice about the ‘savings hierarchy,’ even successful investors can find themselves short of liquidity at critical times, most notably during emergencies. Read more >
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
DOL Announces Anticipated ESG Fiduciary Investing Rule
Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan
Aon Triumphs in ERISA Suit Over Lowe’s Investments
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers. Read more >
Some Say Union Revival Could Address Retirement Insecurity
Data from the Bureau of Labor Statistics shows the U.S. now has the fifth lowest trade union density of the 36 member nations of the Organization for Economic Co-operation and Development. Read more >
Democrats Have Won the Power to Fix Union Pensions
A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be forthcoming in the U.S. Congress. Read more >
Market Mirror
Tuesday, the Dow was down 9.93 points (0.03%) at 31,375.83, the NASDAQ increased 20.06 points (0.14%) to 14,007.70, and the S&P 500 decreased 4.36 points (0.11%) to 3,911.23. The Russell 2000 closed 9.24 points (0.40%) higher at 2,299.00, and the Wilshire 5000 was up 18.73 points (0.04%) aat 41,846.96. The prices of the 10-year Treasury note and 30-year Treasury bond were unchanged, with their yields at 1.164% and 1.955%, respectively.
Industry Intel Roundup—Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring content from thought leadership authorities. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
SPONSORED BY: Parametric
Too Much of a Good Thing: Unwinding a Concentrated Stock Position
Amassing a large exposure to a single stock may not elicit much concern from an investor. After all, many investors find themselves holding large, concentrated stock positions resulting from...
SPONSORED BY: Franklin Templeton
Voice of the American Worker
Franklin Templeton’s survey results indicate the need for financial wellness personalization.
SPONSORED BY: Securian Financial
The Risk of Ignoring PEPs
Advisers need to be prepared for the evolving pooled employer plan marketplace—or they might face the threat of losing business.
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