Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 16th, 2021
DOL Confirms Fiduciary Prohibited Transaction Exemption Will Stand, For Now
In the coming days, the agency will publish related guidance for retirement investors, employee benefit plans and investment advice providers. Read more >
For Pre-Retirees, It’s Always Important to Watch for Bubbles
While there is certainly room for optimism about where the equity and bond markets are heading, experts say it is still crucial to focus on sequence of returns risk for those near and in retirement. Read more >
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 >
Expanded Plan Access
The opportunities for advisers, in pooled employer plans. Read more >
Experts Predict Major Growth in Retirement Coverage, Benefits
Why 529 Education Savings Plans Are More Valuable Than Ever
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Biden’s First Veto Keeps DOL’s ESG Rule in Place
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from MassMutual Investments
From Fiduciary 2.0 to 3.0–Carving Out a Role for Advisers As Chief Governance Officer
Interview with Mark Cover, Head of Defined Contribution Investment Only Field Sales for MassMutual Investments and John Carl, founder and President of the Retirement Learning Center Read more >
Client Onboarding
How advisers can be sure to deliver all that new partners expect Read more >
Sequence of Return Risk
There’s more participants should understand than just cutting back on equities. Read more >
Sponsored message from Market Mirror
Friday, the Dow was up 27.70 points (0.09%) at 31,458.40, the Nasdaq climbed 69.70 points (0.50%) to 14,095.47, and the S&P 500 closed 18.45 points (0.47%) higher at 3,934.83. The Russell 2000 increased 6.92 points (0.30%) to 2,289.36, and the Wilshire 5000 gained 200.76 points (0.48%) to finish at 42,100.04.   The price of the 10-year Treasury note was down 4/32, increasing its yield to 1.207%. The price of the 30-year Treasury bond decreased 2 4/32, bringing its yield up to 2.010%.   For the week ending February 12, the Dow was up 1.00%, the Nasdaq gained 1.73%, and the S&P 500 increased 1.23%. The Russell 2000 climbed 2.51%, and the Wilshire 5000 finished 1.57% higher.
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