Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 27th, 2020

Your Clients Can Expect More Testimonials and Solicitations

The U.S. Securities and Exchange Commission’s set of proposed advertising regulations give advisers and their representatives much more leeway to tell their story to prospective clients. Read more >
Join us at the 2020 PANC!
We are confident that PANC 2020 will be the premier event for retirement specialist advisers to meet the right people, hear the best ideas and create new opportunities. Join us at our new venue in Arizona! Read more >
Supreme Court Rules for Plaintiffs in Intel ERISA Lawsuit
The new ruling is being hailed as a victory for retirement plan participants as well as a potentially important precedent-setting case impacting the special three-year statute of limitations that exists under the Employee Retirement Income Security Act. Read more >
ERISApedia Releases Compliance Source About Plan Corrections
Mistakes happen. And when it comes to retirement plans, they happen a lot.  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
Men as Advocates
Given the increase in women joining the workforce, and today’s focus on diversity and inclusion, it’s more important than ever that we in the retirement industry work together to foster employing women in our firms. Women in Pensions Network (WiPN) recently launched “Men as Advocates” to give men the opportunity to get more involved in our mission: to help women succeed at all levels of the industry. Read more >
2020 PLANADVISER Micro Plan Survey
A look at the many services that retirement plan advisers provide to micro plans, i.e. those with less than $5 million in assets, particularly review of fund performance and plan investment selection guidance.
Market Mirror
Wednesday, the Dow decreased 123.77 points (0.46%) to 26,957.59, the NASDAQ was up 15.16 points (0.17%) at 8,980.78, and the S&P 500 was down 11.82 points (0.38%) at 3,116.39. The Russell 2000 lost 19.14 points (1.22%) to finish at 1,552.76, and the Wilshire 5000 closed 179.90 points (0.56%) lower at 31,741.79. The price of the 10-year Treasury note increased 2/32, bringing its yield down to 1.331%. The price of the 30-year Treasury bond was up 1/32, decreasing its yield to 1.823%.
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