Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 24th, 2020

2019 Adviser Choice Awards

PLANADVISER has announced winners of the sixth annual Adviser Choice Awards, to be handed out at the 2020 PLANSPONSOR + PLANADVISER Excellence in Retirement Awards on March 26. Read more >
Principal and HSA Bank Announce Partnership
Chad Wilkins, president of HSA Bank, says the new relationship will provide a useful tool for customers, uniting health and wealth planning. Read more >
The Case for ‘Blend’ TDFs
PIMCO says that rather than go with an all-actively managed target-date fund (TDF) or an all-passively managed TDF, a mix of the two makes sense—and that there is particular logic to assigning the fixed income portion of the portfolio to active management due to outperformance. Read more >
Investment Product and Service Launches
Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and MSCI publishes principles of sustainable investing. Read more >
2023 PLANADVISER Top Retirement Plan Advisers
2023 PLANADVISER Top Retirement Plan Advisers
Why 529 Education Savings Plans Are More Valuable Than Ever
Retirement Advisers See Increased Scrutiny on Fees, Services
Government Plans Face Unique Challenges With SECURE 2.0 Implementation
Sponsored message from CUNA Mutual Retirement Solutions
Millennial Myths & Realities
Strategies for Strengthening and Expanding Client Relationships Read more >
The Consolidation Stars Remain Aligned in 2020
The advisory, insurance and asset management industries have never been so ripe for consolidation, merger and acquisition experts agree. Read more >
Cerner Corporation Targeted in Excessive Fee Suit
Repeating a number of excessive fee lawsuits filed, the complaint says the defendants did not try to “reduce the plan’s expenses or exercise appropriate judgment to scrutinize each investment option that was offered in the plan to ensure it was prudent.” Read more >
Thursday, the Dow decreased 26.18 points (0.09%) to 29,160.09, the NASDAQ closed 18.71 points (0.20%) higher at 9,402.48, and the S&P 500 was up 3.79 points (0.11%) at 3,325.54. The Russell 2000 was virtually unchanged at 1,685.01, and the Wilshire 5000 increased 33.87 points (0.10%) to 33,862.50.   The price of the 10-year Treasury note increased 26/32, bringing its yield down to 1.732%. The price of the 30-year Treasury bond climbed 32/32, decreasing its yield to 2.180%.
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