Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 24th, 2020

Advisers Giving Back: The CAPTRUST Community Foundation

Though its giving efforts are expansive, the CAPTRUST Community Foundation’s vision is singular: ‘Plain and simple, we want to enrich the lives of all children.’ Read more >
Ready to Comply With the Massachusetts Fiduciary Rule?
The new regulations, which go into effect on March 6, will require broker/dealers and their agents to provide investment advice and recommendations ‘without regard to the interests of anyone but the customer.’ Read more >
Make Way for Self-Promotion
Still, the new SEC advertising regulations warrant caution. Read more >
Wide-Ranging Legislation
What to know, and do, about the SECURE Act. Read more >
Retirement Industry People Moves
TRA brings back former sales rep; Alan Biller and Associates announces new CEO; National sales director joins Aspire; and more. Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Once They Catch On, PEPs Could Grow Exponentially
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Many Near-Retirees Don't Understand Social Security Benefits
Sponsored message from MassMutual
The Future of Financial Wellness?
Click here to watch the full discussion Read more >
New Service Broadens Access to Tailored Advice
Advisers can find multiple recordkeepers on one platform. Read more >
‘Made to Stick’
Why do participants opt out of the default investment? Read more >
Market Mirror
Friday, the Dow lost 227.57 points (0.78%) to finish at 28,992.41, the NASDAQ closed 174.38 points (1.79%) lower at 9,576.59, and the S&P 500 decreased 35.48 points (1.05%) to 3,337.75. The Russell 2000 was down 17.46 points (1.03%) at 1,678.61, and the Wilshire 5000 fell 368.36 points (1.07%) to 34,066.30.   The price of the 10-year Treasury note increased 26/32, bringing its yield down to 1.470%. The price of the 30-year Treasury bond climbed 32/32, decreasing its yield to 1.917%.   For the week ending February 21, the Dow lost 1.38%, the NASDAQ fell 1.59%, and the S&P 500 finished 1.25% lower. The Russell 2000 was down 0.53%, and the Wilshire 5000 decreased 1.05%.
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