Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 3rd, 2020

M&A Mechanics: What to Know Before Selling or Buying

How is an advisory practice’s value measured? What determines the revenue measurement—or the multiple? Read more >
Foul Weather Fund
The value of facilitating emergency savings accounts at the workplace. Read more >
To Surmount the Gender Gap
The financial adviser industry works to change with the times. Read more >
From the Ground
Retirement plan advisers weigh in on the foundations of good practice management. Read more >
Excessive Fee Suit Targets Navy Defense Contractor Serco
The lawsuit resembles many others that have been filed under the Employee Retirement Income Security Act (ERISA), suggesting an employer permitted excessive recordkeeping and mutual fund fees in its 401(k) plan. Read more >
More Guidance to Come About SECURE Act Provisions
Bradford P. Campbell, with Drinker Biddle, recently discussed specific requirements for open MEPs, now called pooled employer plans (PEPs), included in the SECURE Act. Read more >
‘Secure Act 2.0’ Likely to Become a Reality
Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Stimulus Bill Extends Some Provisions of the CARES Act
Wake Forest University Baptist Medical Center Sued Over 403(b) Plan Fees
Talking Digital Advice Trends With Morningstar and DFA
Retirement Industry People Moves
Miracle Mile Advisors hires investment expert; Empower Retirement selects asset management SVP and head; Employee benefits partner joins Dechert LLP; and more. Read more >
Continued Growth
Hybrid QDIAs are evolving to offer a source of retirement income. Read more >
Market Mirror
Friday, the Dow took a 603.41-points (2.09%) dive, finishing at 28,256.03. The NASDAQ fell 148.00 points (1.59%) to 9,150.94, and the S&P 500 lost 58.14 points (1.77%) to finish at 3,225.52. The Russell 2000 closed 34.16 points (2.07%) lower at 1,614.06, and the Wilshire 5000 dropped 579.90 points (1.74%) to 32,838.24.   The price of the 10-year Treasury note increased 30/32, bringing its yield down to 1.501%. The price of the 30-year Treasury bond climbed 1 3/32, decreasing its yield to 2.000%.   For the week ending January 31, the Dow lost 2.53%, the NASDAQ was down 1.79%, and the S&P 500 finished 2.12% lower. The Russell 2000 fell 2.90%, and the Wilshire 5000 decreased 2.09%.
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