Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 2nd, 2021

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 >
DOL Secretary Nominee Walsh Faces Senate Hearing This Week
Sources say Marty Walsh’s long-term ties to organized labor will likely be a main topic of discussion at the forthcoming confirmation hearings, but pension issues and retirement security are also likely topics. Read more >
Building Your Practice in 2021: Transformational Trends
2020 was an extraordinary year, in ways we likely have yet to fully understand, and 2021 is proving to be a worthy successor. Join us for a one-day digital seminar on March 24, where we will explore key lessons learned from this extraordinary time for the retirement planning industry. Read more >
2021 Practice Progress Series: 529 plans, Student Loans and Financial Wellness
Sources say the aggregate amount of student loan debt carried by workers in the U.S. has now exceeded the amount of credit card debt. Though for some, student loans represent “good debt,” others are being financially drained by unattainable monthly payments, making the goal of saving for retirement or a home purchase seem like a pipedream. This hour-long, editorial webinar will focus on employee financial wellness, and specifically on planning for education expenses through 529 college savings plans. Budgeting and debt management will also be considered, as will the “hierarchy of savings.” 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
Expect More Usage of Managed Accounts
As workforces reduce in-person interactions and strengthen online engagement, experts are anticipating an increased interest in personalized advice managed accounts. Read more >
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 >
Advisers Giving Back: Gallagher and the Special Olympics
Special Olympics CEO Mary Davis says the longstanding support her organization receives from Gallagher has made a direct and lasting difference in communities across the U.S. and the world. Read more >
Market Mirror
Yesterday, the Dow closed 229.29 points (0.76%) higher at 30,211.91, the NASDAQ gained 332.70 points (2.55%) to finish at 13,403.39, and the S&P 500 increased 59.62 points (1.61%) to 3,773.86. The Russell 2000 was up 19.55 points (0.93%) at 2,126.16, and the Wilshire 5000 climbed 677.65 points (1.72%) to 40,073.82. The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.076%. The price of the 30-year Treasury bond decreased 26/32, bringing its yield up to 1.848%.
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