Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 29th, 2021
Commitment to Low Rates Eases Stock Bubble Fears (for Many)
Assessing the relationship between interest rates and debatably inflated stock prices is a useful exercise, sources say, especially at a time when stocks are about as ‘expensive’ as they have ever been. Read more >
15th Anniversary of RPAY: Bukaty Companies Financial Services
Since winning the 2019 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year award, Bukaty Companies Financial Services was acquired by employee benefits giant OneDigital, greatly expanding the services it can now offer clients. Read more >
Investment Product and Service Launches
Russell Investments releases personalized managed accounts; Broadridge and Third Economy launch ESG advisory service; and SimCorp partners with Colmore on new data service. Read more >
Advisers Giving Back
Firms’ Efforts Show Local Pride Read more >
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
DOL Announces Anticipated ESG Fiduciary Investing Rule
Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
Retirement Industry People Moves
Calmer Summer Yields to Volatile Fall for U.S. Investors
Are You a QPAM?
The nuances of a qualified professional asset manager’s role. Read more >
The DOL’s Latest Proposed PTE
How advisers who only do rollovers would avoid prohibited transactions. Read more >
Market Mirror
Thursday, the Dow climbed 300.19 points (0.99%) to 30,603.36, the NASDAQ closed 66.56 points (0.50%) higher at 13,337.16, and the S&P 500 increased 36.61 points (0.98%) to 3,787.38. The Russell 2000 was down 2.09 points (0.10%) at 2,106.61, and the Wilshire 5000 gained 336.86 points (0.85%) to finish at 40,127.05.   The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.053%. The price of the 30-year Treasury bond decreased 29/32, bringing its yield up to 1.808%.
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