Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 28th, 2021

The Importance of the Savings Hierarchy

Sources agree that, without a solid foundation of advice about the ‘savings hierarchy,’ even successful investors can find themselves short of liquidity at critical times, most notably during emergencies. Read more >
DOL Missing Participant Guidance Not a List of Requirements
Plan fiduciaries will have to decide which suggestions fit their situations, and there are a few questions left unanswered, sources say. Read more >
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 >
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 >
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Stimulus Bill Extends Some Provisions of the CARES Act
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The Inside Take: CAPTRUST’s Cammack Acquisition
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Practice Management: Areas of Success
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NFP Named in ERISA Lawsuit Alongside Plan Sponsor
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Client Onboarding
“This year, some businesses were in survival mode, and some were flourishing, but both were looking for the right partner to help them alleviate the stress of what was happening in the retirement space,” says Jamie Greenleaf, lead adviser and principal at Cafaro Greenleaf, a OneDigital company, in Red Bank, New Jersey. Read more >
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 >
Market Mirror
Wednesday, the Dow lost 633.87 points (2.05%) to finish at 30,303.17, the NASDAQ closed 355.47 points (2.61%) lower at 13,270.60, and the S&P 500 decreased 98.85 points (2.57%) to 3,750.77. The Russell 2000 was down 41.16 points (1.91%) at 2,108.70, and the Wilshire 5000 fell 1,011.83 points (2.48%) to 39,790.28. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.013%. The price of the 30-year Treasury bond increased 5/32, bringing its yield down to 1.773%.
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