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 >
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
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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