Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 13th, 2021
15th Anniversary of RPAY: Capital Strategies Investment Group
What sets Capital Strategies Investment Group—which was named the 2013 PLANSPONSOR Retirement Plan Adviser Team of the Year—apart from its competitors is that it is “really unique to other firms in truly taking a teams-based approach,” says Alison Bettonville, principal, director of investment strategy and research at the firm. Read more >
The Future of the 60/40 Portfolio
Jamie Lewin, head of BNY Mellon Investor Solutions, says, “Our position has changed a lot in the last 12 months in reaction to assumptions on a forward-looking basis for returns. In addition, there are economic implications of the pandemic on the outlook for growth and economic policies.” Read more >
Supreme Court Ruling Addresses ERISA Preemption
A recent decision filed by the U.S. Supreme Court has significant implications in the area of ERISA preemption of state laws and regulations, though the direct impact on retirement plans could be muted. Read more >
Barnabas Health Latest to Settle ERISA Suit
The Role of the 401(k) in Today’s Tight Labor Market
Excessive Fee ERISA Complaint Targets Cook Group
Retirement Industry People Moves
MITRE Corp. Faces Familiar ERISA Fiduciary Breach Allegations
Sponsored message from American Century Investments
The Decumulation Conundrum: Income In Retirement
A record number of Americans are currently in retirement, and people are living longer. Read more >
Latest Relief Package Extends Provisions for Small Business Employers
A Buckingham Advisors webinar shared details of the second round of Paycheck Protection Program loans and tax credits implemented with the new legislation. Read more >
DST Systems, Investment Manager Settle Lawsuit Over Risky Retirement Plan Investment
The lawsuit said the DST Systems Inc. profit sharing and 401(k) plans were invested too much in Valeant Pharmaceuticals. Read more >
Are Your Clients Carrying Uncompensated Risk Into 2021?
With hopes and expectations for a continued market rebound through next year, it is the right time to address causes of ‘uncompensated risk’ in a long-term equity portfolio. Read more >
Market Mirror
Tuesday, the Dow increased 60.00 points (0.19%) to 31,068.69, the NASDAQ closed 36.00 points (0.28%) higher at 13,072.43, and the S&P 500 was up 1.58 points (0.04%) at 3,801.19. The Russell 2000 climbed 36.95 points (1.77%) to 2,127.96, and the Wilshire 5000 gained 143.82 points (0.36%) to finish at 40,304.91. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.135%. The price of the 30-year Treasury bond was unchanged, with its yield down to 1.883%.
Industry Intel Roundup—Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring content from thought leadership authorities. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
Considering COLI in a Tight Labor Market
Interview with David Mohr, Head of COLI Sales and Distribution at Massachusetts Mutual Life Insurance Company (MassMutual)
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