Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 12th, 2021

When, How (and Whether) to Return to the Office

Presenters will consider how the role of office space has changed, what digital tools have proven most effective, and how client expectations have shifted. We will also cover the latest pandemic updates. Join us TODAY at 2 p.m. EST! Read more >
Plaintiffs Petition SCOTUS in Wells Fargo Stock-Drop Litigation
The plaintiffs’ plea to the Supreme Court questions the precedents set by Fifth Third v. Dudenhoeffer—a 2014 high court ruling that significantly raised the pleading standards for ERISA stock-drop lawsuits. Read more >
Vail Resorts Wins Dismissal of ERISA Fiduciary Breach Lawsuit
A new ruling out of the U.S. District Court for the District of Colorado grants the dismissal motion filed by the defense in an Employee Retirement Income Security Act (ERISA) lawsuit known as Kurtz v. Vail Corp. Read more >
2021 Plan Sponsor of the Year Nominations Are Open
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of the Year award. Read more >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
Lawsuit Against Northern Trust Over TDFs Will Proceed
401(k) Plan Administrator Sues VALIC Over Surrender Fees Charged to Plan
The insurer is charged with engaging in a prohibited transaction under ERISA when the fees were charged during a move to a new provider, as well as with self-dealing. Read more >
Client Considerations as PEPs Come Online
Sources say advisers should expect more questions about pooled employer plans as the year unfolds and this new marketplace develops. Read more >
Advisers Giving Back: Winfred Boyce Jr.
Winfred Boyce Jr. doesn’t consider himself a history buff or an aviation fanatic, but his interest in working with the Tuskegee Airmen’s Atlanta Chapter runs deep and reflects his commitment to giving back. Read more >
Market Mirror
Yesterday, the Dow was down 89.28 points (0.29%) at 31,008.69, the NASDAQ lost 165.54 points (1.25%) to finish at 13,036.43, and the Wilshire 5000 closed 25.07 points (0.66%) lower at 3,799.61. The Russell 2000 was virtually unchanged at 2,091.01, and the Wilshire 5000 decreased 224.92 points (0.56%) to 40,161.16. The prices of the 10-year Treasury note and 30-year Treasury bond were each down 2/32, increasing their yields to 1.139% and 1.884%, respectively.
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