Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 27th, 2021
Neal Proposes New Bill to Help Multiemployer Pensions
The bill would also extend funding relief for single-employer defined benefit plans. Read more >
Even As Industry Consolidates, Breakaways Remain Common
Data from Echelon Partners shows the number of adviser or adviser team ‘breakaways’ declined by nearly 20% in 2020 versus 2019. However, 2019 set the record for breakaway activity. Read more >
Court Finds Insufficient Evidence for ERISA Claims Against Intel
The Intel Corp. Investment Policy Committee has prevailed in a second lawsuit alleging its members breached their fiduciary duties by investing a significant portion of the plans’ assets in risky and high-cost hedge fund and private equity investments. Read more >
529 plans, Student Loans and Financial Wellness
This hour-long, editorial 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 >
MOST READ ARTICLES
How to Get Participants More Engaged in Financial Wellness Programs
More employers today are investing their time and money in financial wellness programs. Now, many of them are trying to figure out ways to calculate the return on investment (ROI) of such programs. Read more >
Are You a QPAM?
The nuances of a qualified professional asset manager’s role. Read more >
Market Mirror
Tuesday, the Dow decreased 22.96 points (0.07%) to 30,937.04, the NASDAQ was down 9.93 points (0.07%) at 13,626.07, and the S&P 500 closed 5.74 points (0.15%) lower at 3,849.62. The Russell 2000 decreased 18.90 points (0.87%) to 2,149.86, and the Wilshire 5000 lost 111.02 points (0.27%) to finish at 40,802.02. The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.040%. The price of the 30-year Treasury bond was unchanged, with its yield down to 1.796%.
Industry Intel Roundup—Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead.
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
Retirement Plan Advisers of the Year in Conversation
2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.
Understanding Adviser Value
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.
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