Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 3rd, 2020
Schwab-TD Ameritrade Merger Challenged in Antitrust Lawsuit
The plaintiffs are concerned the combination of the two largest custodian companies in the U.S. will harm independent wealth managers as well as consumers, due to decreased competition in an already concentrated marketplace.  Read more >
Wilmington Trust to Pay $5 Million to Settle ESOP Lawsuit
The motion cites as one reason for settlement “probable costs, in both time and money, of continued litigation.” Read more >
Investment Product and Service Launches
Franklin Templeton adds first alternative ETF; Innovator launches four power buffer ETFs; Vanguard announces lowered expense ratios on several ETFs; and more. Read more >
Prolonged Low Rates and TDFs
Fund managers have to adjust to the new normal. Read more >
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Experts Predict Major Growth in Retirement Coverage, Benefits
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Why 529 Education Savings Plans Are More Valuable Than Ever
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Sponsored message from CUNA Mutual Retirement Solutions
Millennial Myths & Realities
Strategies for Strengthening and Expanding Client Relationships Read more >
In the Near Future
Just a matter of time before retirement income becomes widespread, experts say. Read more >
An Engagement Chain
Linking participants to their online account from digital communications. Read more >
Market Mirror
Thursday, the Dow climbed 330.36 points (1.16%) to 28,868.80, the NASDAQ gained 119.59 points (1.33%) to finish at 9,092.19, and the S&P 500 closed 27.07 points (0.84%) higher at 3,257.85. The Russell 2000 was up 2.62 points (0.16%) at 1,666.77, and the Wilshire 5000 increased 255.51 points (0.78%) to 33,142.25.   The price of the 10-year Treasury note was up 4/32, decreasing its yield to 1.876%. The price of the 30-year Treasury bond climbed 1 2/32, bringing its yield down to 2.332%.
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