Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 23rd, 2021

The Inside Take: CAPTRUST’s Cammack Acquisition

With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is nowhere near finished. Read more >
Many Ways to Mentor
Celebrating the good works of advisers who give back to their communities in personal ways. Read more >
Prudential Expands Financial Wellness Offering to Include Caregiving Resources
The COVID-19 pandemic has added to the burden many caregivers bear. 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 >
2021 Practice Progress Series: Artificial Intelligence and Financial Advice
This hour long editorial-driven webinar will explore some of the key concepts, possibilities and predictions commonly discussed by technology experts in the advisory industry. Among the speakers will be Mike Sullivan, co-founder and chief growth officer at OneDigital. Join us March 9th! Read more >
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
As States Add Retirement Programs, Private Providers See Growth
ChatGPT Sentiment Analysis Significantly Outperforms Stock Market Average
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
The Latest Word on ESG
In terms of plan investing, fiduciary duty continues to come first. Read more >
ESG Investing Under ERISA
DOL narrows focus in final rule to pecuniary factors. Read more >
Market Mirror
Yesterday, the Dow was up 27.37 points (0.09%) at 31,521.69, the Nasdaq fell 341.42 points (2.46%) to 13,533.05, and the S&P 500 closed 30.21 points (0.77%) lower at 3,876.50. The Russell 2000 decreased 15.62 points (0.69%) to 2,251.07, and the Wilshire 5000 lost 430.80 points (1.03%) to finish at 41,316.46.   The price of the 10-year Treasury note decreased 23/32, bringing its yield up to 1.359%. The price of the 30-year Treasury bond fell 1 1/32, increasing its yield to 2.184%.
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