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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Stimulus Bill Extends Some Provisions of the CARES Act
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Practice Management: Areas of Success
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HUB Names New Leader for Retirement and Private Wealth
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Democrats Have Won the Power to Fix Union Pensions
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Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit
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.
2021 Practice Progress Series: 529 plans, Student Loans and Financial Wellness
Sources say the aggregate amount of student loan debt carried by workers in the U.S. has now exceeded the amount of credit card debt. Though for some, student loans represent “good debt,” others are being financially drained by unattainable monthly payments, making the goal of saving for retirement or a home purchase seem like a pipedream. This hour-long, editorial webinar will focus on employee financial wellness, and specifically on planning for education expenses through 529 college savings plans. Budgeting and debt management will also be considered, as will the “hierarchy of savings.”
SPONSORED BY: Wells Fargo Asset Management
Social Security Planning Is Still Complicated
Learn more about how the Covid-19 crisis has impacted retirement planning, specifically focusing on tax efficient withdrawal and Social Security claiming strategies. Join Ron Cohen from Wells Fargo Asset Management as he talks with retirement income experts William Meyer and Sean Murray, CFA, both of Social Security Solutions, Inc.
SPONSORED BY: American Century Investments
Washington Update With ERISA Expert Brad Campbell
Join us for a unique discussion with top ERISA [Employee Retirement Income Security Act] attorney and the former Assistant Secretary of Labor for Employee Benefits Brad Campbell, who will update us on industry trends including: Anticipated policy differences in retirement and financial regulations; the Department of Labor (DOL)’s Fiduciary Rule 3.0; the new rule on selecting environmental, social and governance (ESG) investments; the new safe harbor for electronic disclosure to participants and setting Every Community Up for Retirement Enhancement (SECURE) Act guidance and regulations to come.
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