Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 6th, 2021

The Future of the 60/40 Portfolio

The traditional mix of 60% global stocks and 40% aggregate core bonds has produced double-digit returns in four calendar years in the past decade. However, that is less than the six years of double-digit returns in both the 2000s and 1990s. Read more >
Compass Financial Partners Acquired by Marsh & McLennan Agency
Compass Financial is the latest firm recognized in the PLANADVISER Top 100 listing to be acquired by a large, diversified financial services entity. 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 >
PLANADVISER Practice Benchmarking Survey
The PLANADVISER Practice Benchmarking Survey, fielded each October, gives us insight into how retirement plan advisers ran their business over the past year. It provides an opportunity to reflect on the differences since last our last survey in light of the pandemic. Read more >
MOST READ ARTICLES
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RIA Aggregators Aim for Small-Plan Market Expansion
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‘Secure Act 2.0’ Likely to Become a Reality
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10th Circuit Affirms Great-West Fee Suit Dismissal
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T. Rowe Price CEO Change Reflects Financial Industry Trends
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The Future of Health Care—and What It Means for Retirement Planning
Sponsored message from American Century Investments
The Decumulation Conundrum: Income In Retirement
A record number of Americans are currently in retirement, and people are living longer. Read more >
15th Anniversary of RPAY: Cammack Retirement Group
Even though it’s only been a few years since Cammack Retirement Group was named the 2017 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year, the firm’s assets have soared by 74%, from $70 billion in 2017 to $122 billion at the end of last year. Read more >
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 >
Market Mirror
Tuesday, the Dow was up 167.71 points (0.55%) at 30,391.60, the NASDAQ gained 120.51 points (0.95%) to finish at 12,818.96, and the S&P 500 increased 26.21 points (0.71%) to 3,726.86. The Russell 2000 climbed 33.19 points (1.71%) to 1,979.11, and the Wilshire 5000 closed 326.04 points (0.84%) higher at 39,218.13. The price of the 10-year Treasury note was down 3/32, increasing its yield to 0.951%. The price of the 30-year Treasury bond decreased 32/32, bringing its yield up to 1.700%.
Industry Intel Roundup—Featured Webcasts
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
SPONSORED BY: Franklin Templeton
Living Up to Plan Sponsor and Plan Participant Expectations
In this panel discussion, we will examine how the expectations of plan sponsors and participants are evolving—and what financial professionals must do to stay competitive. Key points that will be covered are: - How to compete with more sophisticated advisory firms and the impact of consolidation - Communicating your value proposition - Delivering personalization at scale (by leveraging technology and data)
2021 Practice Progress Series: SEPs, SIMPLEs and More: Growing a Practice With Smaller Clients
Many retirement plan specialist advisers spend the bulk of their time working on 401(k) plans, and potentially on 403(b)s and defined benefit (DB) pensions. However, such solutions are often best suited for mid- and large-sized employers, and, thus, it can be challenging for advisers to profitably and efficiently serve small business clients and sole proprietorships. This is where simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLEs) come into play. This hourlong editorial-driven webinar will feature a panel of micro-market experts addressing the related topics of efficiently and profitably serving this end of the retirement planning market. We will cover the basics of SEPs, SIMPLEs and other savings arrangement, before exploring the many opportunities this client segment affords.
2021 Practice Progress Series: Evolution in the DCIO Provider Landscape
Marking its 10th anniversary in 2021, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey has been chronicling the slow but steady changes remaking this important marketplace. As our panelists will discuss during this hourlong editorial webinar, the evolution has been considerable. For example, the stable-value and insurance-based products that were common many decades ago now make up only 10% of the market, and nearly two-thirds (65%) of assets reside in asset-allocation or equity-based products. Among other trends, the panel will describe how this transformation was fueled by the explosive growth in access to mutual funds, which captured more than 70% of DC plan assets earlier this decade before falling to 56% in 2020. Attendees will also hear about what the panel expects to come next for DCIO providers, which face consolidation pressures and fee compression similar to many other parts of the investment industry.
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