PLANADVISERdash – February 3, 2021

Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR

February 3rd, 2021

Transformational Trends

2020 was an extraordinary year, in ways we likely have yet to fully understand, and 2021 is proving to be a worthy successor. Join us for a one-day digital seminar on March 24, where we will explore key lessons learned from this extraordinary time for the retirement planning industry. Read more >

‘Sell and Stay’ Is the Norm for RIA M&A Deals

Most firm owners say they would prefer to “sell and stay” for a defined period of time after a deal closes—and ultimately participate in the growth opportunities created by the combined entities. Read more >

Some Say Union Revival Could Address Retirement Insecurity

Data from the Bureau of Labor Statistics shows the U.S. now has the fifth lowest trade union density of the 36 member nations of the Organization for Economic Co-operation and Development. Read more >

15th Anniversary of RPAY: Chepenik Financial Services

Since being named the 2019 PLANSPONSOR Large Team Retirement Plan Adviser of the Year, Chepenik Financial in Orlando, Florida, has experienced “significant changes,” says Jason Chepenik, managing partner. Read more >

MOST READ ARTICLES

Retirement Plan Advisers Might Help Lessen ERISA Lawsuits by Adding Defensive Provisions

T. Rowe Price Agrees to Settle Proprietary Funds Lawsuit for $7 Million

Retirement Industry People Moves

Judge Dismisses Most Claims in Intel ERISA Lawsuit

Employees More Concerned About Immediate, Rather Than Future, Financial Needs

Ascensus Launches 529 Savings App

The firm says the app features a design driven by behavioral science and that it provides customized user experiences to drive better savings outcomes. Read more >

2021 PLANSPONSOR Plan Adviser of the Year Nominations Are Now Open

Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers. Read more >

Market Mirror

Tuesday, the Dow climbed 475.57 points (1.57%) to 30,687.48, the NASDAQ gained 209.38 points (1.56%) to finish at 13,612.78, and the S&P 500 increased 52.45 points (1.39%) to 3,826.31. The Russell 2000 was up 25.28 points (1.19%) at 2,151.44, and the Wilshire 5000 closed 574.63 points (1.43%) higher at 40,649.08. The price of the 10-year Treasury note decreased 24/32, bringing its yield up to 1.103%. The price of the 30-year Treasury bond was down 2/32, increasing its yield to 1.870%.

Industry Intel Roundup—Featured Webcasts

PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.

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