Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 5th, 2021

Advisers Giving Back: Winfred Boyce Jr.

Winfred Boyce Jr. doesn’t consider himself a history buff or an aviation fanatic, but his interest in working with the Tuskegee Airman’s Atlanta Chapter runs deep and reflects his commitment to giving back. Read more >
Aquiline Capital Partners Takes Majority PE Stake in SageView
SageView’s newly announced private equity backing underscores the same pressures and opportunities that have been reshaping the retirement plan adviser industry for years. Read more >
Analysis Shows Participant Fees Higher in Plans With Revenue Sharing
Researach also found that mutual funds that pay revenue sharing are more likely to be added to plan investment menus and are less likely to be deleted from them. Read more >
Value Judgment
How to best assess an advisory firm’s worth for a merger or an acquisition. Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Experts Predict Major Growth in Retirement Coverage, Benefits
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from MassMutual Investments
From Fiduciary 2.0 to 3.0–Carving Out a Role for Advisers As Chief Governance Officer
Interview with Mark Cover, Head of Defined Contribution Investment Only Field Sales for MassMutual Investments and John Carl, founder and President of the Retirement Learning Center Read more >
2021 Plan Sponsor of the Year Nominations Are Open
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of the Year award. Read more >
The Future of the 60/40 Portfolio
Investment experts say it’s not the percentages of a 60/40 portfolio that need to change for it to be effective in the future—it’s the components. Read more >
Market Mirror
Yesterday, the Dow lost 382.59 points (1.25%) to finish at 30,223.89, the NASDAQ closed 189.84 points (1.47%) lower at 12,698.45, and the S&P 500 decreased 55.42 points (1.48%) to 3,700.65. The Russell 2000 was down 28.94 points (1.47%) at 1,945.91, and the Wilshire 5000 fell 564.64 points (1.43%) to 38,892.02. The price of the 10-year Treasury note was unchanged, with its yield decreasing to 0.916%. The price of the 30-year Treasury bond was down 2/32, increasing its yield to 1.658%.
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