Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 26th, 2020
Lessons from the Edward Jones Women’s Conference
Speakers and attendees at the event, which drew some 200 leading female advisers from across Edward Jones, emphasized the importance of mentorship and providing a robust support structure for new advisory professionals. Read more >
Asset Allocation Models
I’m an investment adviser to 401(k) plans. I construct and utilize asset allocation models in carrying out my services. Am I considered an Employee Retirement Income Security Act fiduciary when I utilize these models? Read more >
Updated eBook: Important 403(b) Questions Answered
Since the IRS passed updated 403(b) plan regulations in 2007, PLANSPONSOR has offered a resource for those in the market to ask general questions and receive answers from experts in the field. In “Important 403(b) Questions Answered” readers will find a collection of Q&As addressing unique features of 403(b) plans—such as the prevalence of annuities within them—compliance requirements, administration of unique 403(b) plan provisions—such as the 15-year catch up contribution election—and more. Read more >
Experts Predict Major Growth in Retirement Coverage, Benefits
Why 529 Education Savings Plans Are More Valuable Than Ever
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Biden’s First Veto Keeps DOL’s ESG Rule in Place
A Reminder to Avoid Fraudulent Hardship Withdrawals
Empower and E*TRADE Consolidate Stock Plan Service
Empower Retirement and E*TRADE have announced a new partnership through which they will create a “one-stop user experience” that allows employees to see their retirement and stock plan accounts in one place. Read more >
Make It Last
Participants must choose income products that meet their individual needs. Read more >
Market Mirror
Tuesday, the Dow fell 879.44 points (3.15%) to 27,081.36, the NASDAQ lost 255.67 points (2.77%) to finish at 8,965.61, and the S&P 500 dropped 97.68 points (3.03%) to 3,128.21. The Russell 2000 closed 56.21 points (3.45%) lower at 1,571.90, and the Wilshire 5000 plunged 1,106.15 points (3.09%) to 31,921.37. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.343%. The price of the 30-year Treasury bond increased 26/32, bringing its yield down to 1.816%.
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