Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 17th, 2021

M&A Update: Cammack and Atlanta Retirement Partners Find New Homes

The retirement planning and advisory industry is rapidly changing this year, with two more major acquisitions already being announced by CAPTRUST and OneDigital. Read more >
Too Many Issues Make Summary Judgment Inappropriate in Lowe’s ERISA Case
The judge ordered that the case proceed to trial on the merits in the absence of a voluntary resolution of the dispute among the parties. Read more >
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 >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2023 Retirement Plan Adviser of the Year Finalists
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Complying With the Custody Rule and the New Custody Proposal
BPAS Creates Technical ‘Solutions Squad’
It will support both plan sponsors and service providers and work to fix complex issues. 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 >
Market Mirror
Tuesday, the Dow increased 64.35 points (0.20%) to 31,522.75, the Nasdaq closed 47.98 points (0.34%) lower at 14,047.50, and the S&P 500 was down 2.24 points (0.06%) at 3,932.59. The Russell 2000 lost 16.47 points (0.72%) to finish at 2,272.89, and the Wilshire 5000 decreased 70.04 points (0.17%) to 42,029.81. The price of the 10-year Treasury note decreased 30/32, bringing its yield up to 1.300%. The price of the 30-year Treasury bond fell 1 6/32, increasing its yield to 2.090%.
Industry Intel Roundup—Featured White Paper
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers offering key insights and analysis about the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
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