Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 26th, 2021

Advisers Giving Back: Gallagher and the Special Olympics

Special Olympics CEO Mary Davis says the longstanding support her organization receives from Gallagher has made a direct and lasting difference in communities across the U.S. and the world. Read more >
Portman’s Retirement Will Cap a Career of Retirement Advocacy
With two more years left in what will be his final term in the U.S. Senate, the question now becomes whether Rob Portman can help secure another round of retirement reforms. Read more >
529 Plans, Student Loans and Financial Wellness
This hour-long, webinar will focus on employee financial wellness, and specifically on planning for education expenses through 529 college savings plans. Budgeting and debt management will also be considered, as will the “hierarchy of savings.” 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 >
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 >
IRS Life Expectancy Tables Updated for Retirees
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
Keeping Up with the Securing a Strong Retirement Act
Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits
Service Launches to Help Plan Advisers Evaluate PEPs, PPPs offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans to a full request for proposals process. Read more >
PLANADVISER Practice Benchmarking Survey
When advisers evaluate the success of their practice for 2020, they will need to factor in the influence of COVID-19—and how it has changed business as usual. The PLANADVISER Practice Benchmarking Survey, fielded each October, gives us insight into how retirement plan advisers ran their business over the past year. Especially in early 2021, it provides an opportunity to reflect on the differences since last our last survey in light of the pandemic. Read more >
Market Mirror
Yesterday, the Dow was down 36.98 points (0.12%) at 30,960.00, the NASDAQ closed 92.93 points (0.69%) higher at 13,635.99, and the S&P 500 increased 13.89 points (0.36%) to 3,855.36. The Russell 2000 decreased 5.49 points (0.25%) to 2,163.27, and the Wilshire 5000 was up 129.39 points (0.32%) at 40,913.03. The price of the 10-year Treasury note was up 5/32, decreasing its yield to 1.034%. The price of the 30-year Treasury bond fell 1 24/32, decreasing its yield to 1.793%.
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