Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 15th, 2021

Best Candidates for Annuities

Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best. Read more >
Dueling Dismissal Motions Denied in BlackRock Self-Dealing Lawsuit
The ruling states there are genuine disputes of material facts as to make summary judgement, whether in favor of the plaintiffs or the defense, inappropriate at this time. Read more >
15th Anniversary of RPAY: 401k Advisors Intermountain
The 2017 PLANSPONSOR Large Adviser Team of the Year has gone through two major acquisitions in the past three years Read more >
Advisers Giving Back
Firms’ Efforts Show Local Pride Read more >
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
What Mutual Fund Fee Disparities Mean for Retirement Savings
IRS Life Expectancy Tables Updated for Retirees
The DOL’s Latest Proposed PTE
How advisers who only do rollovers would avoid prohibited transactions. Read more >
Are You a QPAM?
The nuances of a qualified professional asset manager’s role. Read more >
Market Mirror
Thursday, the Dow closed 68.95 points (0.22%) lower at 30,991.52, the NASDAQ decreased 16.31 points (0.12%) to 13,112.64, and the S&P 500 lost 14.30 points (0.38%) to finish at 3,795.54. The Russell 2000 climbed 27.39 points (1.29%) to 2,155.35, and the Wilshire 5000 was down 40.80 points (0.10%) at 40,297.24.   The price of the 10-year Treasury note decreased 25/32, bringing its yield up to 1.126%. The price of the 30-year Treasury bond fell 1 1/32, increasing its yield to 1.869%.
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