Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 4th, 2021
2020 in Review: M&A Activity Continued Unabated
Apart from the influence of the coronavirus pandemic, few retirement plan adviser industry trends received more headlines this year than the pace of mergers and acquisitions. Read more >
Congress Extends Student Loan Repayment Provision to 2025
Employers will be allowed to make tax-free contributions of up to $5,250 per employee annually toward eligible education expenses, including tuition or student loan assistance. Read more >
TSA Consulting Group Joins USRBP
U.S. Retirement & Benefits Partners specializes in K-12, governmental, corporate and nonprofit retirement plans. Read more >
For these versatile past Advisers of the Year, the plan is just the beginning. Read more >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
Lawsuit Against Northern Trust Over TDFs Will Proceed
Advisers Giving Back
Firms’ Efforts Show Local Pride Read more >
Client Onboarding
How advisers can be sure to deliver all that new partners expect Read more >
Market Mirror
Thursday, the Dow gained 196.92 points (0.65%) to finish at 30,606.48, the NASDAQ was up 18.28 points (0.14%) at 12,888.28, and the S&P 500 closed 24.03 points (0.64%) higher at 3,756.07. The Russell 2000 fell 29.09 points (1.45%) to 1,974.86, and the Wilshire 5000 increased 155.39 points (0.40%) to 39,456.63.   The price of the 10-year Treasury note was up 1/32, decreasing its yield to 0.919%. The price of the 30-year Treasury bond increased 2/32, bringing its yield down to 1.649%.   For the week ending December 31, the Dow finished 1.35% higher, the NASDAQ was up 0.65%, and the S&P 500 gained 1.43%. The Russell 2000 fell 1.45%, and the Wilshire 5000 increased 0.72%.
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2022 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850