Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 18th, 2021

An M&A Q&A with Voya Retirement CEO Charlie Nelson

In a discussion with PLANADVISER, Nelson commented on the recently announced deal that will send 900 retail-focused financial advisers to Cetera, with Voya retaining 600 advisers focused on the workplace. 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 >
Firms’ Giving Efforts Show Local Pride
Celebrating the good works of advisers who give back to their communities in personal ways. Read more >
Are You a QPAM?
As a reminder, Section 406(a) states that a plan fiduciary should not cause a plan to enter into certain enumerated transactions with a party in interest. These prohibited transactions include, for example, the sale or exchange, or leasing, of any property; the lending of money or other extension of credit; and the transfer to, or use by or for the benefit of, a party in interest, of any assets of the plan.  Read more >
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
The New Vesting Schedule Debate
What Mutual Fund Fee Disparities Mean for Retirement Savings
Lawsuit Accuses Fiduciaries of Chasing Low Fees Without Regard to Performance
Meet SageView’s New COO, Fresh From Goldman Sachs
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 >
iCapital, CAIA Association Partner on Education on Alternative Investments
The firms aim to teach advisers about alternatives so they can better diversify clients’ portfolios. Read more >
Market Mirror
Wednesday, the Dow increased 90.27 points (0.29%) to 31,613.02, the Nasdaq closed 82.00 points (0.58%) lower at 13,965.50, and the S&P 500 was down 1.26 points (0.03%) at 3,931.33. The Russell 2000 lost 16.78 points (0.74%) to finish at 2,256.11, and the Wilshire 5000 decreased 97.70 points (0.23%) to 41,932.31. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.286%. the price of the 30-year Treasury bond climbed 32/32, bringing its yield down to 2.051%.
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