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 >
The 2022 Retirement Landscape Takes Shape
Asset Managers Weigh In on DC Plan Investment Trends
Launch Announced for MarylandSaves State-Run Retirement and Emergency Savings Program
Plaintiffs File ERISA Excessive Fee Lawsuit Against VCA
Retirement Industry People Moves
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: Steps to Advance Diversity in the World of Finance
Successful advisers say mentorship is a key to solving the industry’s clear and present diversity problem. There are other strategies that work as well, including creating compensation frameworks that take into account the challenges of moving from a salary or hourly-based position to a job frequently involving commissions and potentially complex, incentive-based pay structures. This hourlong editorial webinar will examine these and other important topics meant to help advisers address the lack of diversity in the financial advisory field.
SPONSORED BY: State Street Global Advisors
Managing the Squeeze: How Advisors Can Navigate a Compressing Industry, Build Firm Value and Prepare for the Future
The meeting of market conditions and appetite has led to 2021 being the busiest period in retirement advisory firm M&A history, with more than 45 deals already completed heading into the fourth quarter. In this webinar, hear how to leverage this trend and what to expect in 2022. Our expert panel, representing multiple industry perspectives, will discuss: Drivers of retirement and wealth industry consolidation Best practices from active acquirers Impacts to independent firms Opportunities for building firm value from within
SPONSORED BY: American Century Investments
Washington DC Update with Brad Campbell
In year one of the Biden presidency, the administration moved quickly to chart its own course on the retirement landscape. Join our discussion as ERISA expert Brad Campbell shares the very latest on major topics with important implications for plan fiduciaries: ESG Investments in Retirement Plans SECURE Act 2.0 Tax Proposals Affecting Retirement Benefits The Fiduciary Rule
Change is Coming – Are You Ready? Learnings from recent survey results
Nearly 330 plan sponsors were surveyed on plan and participant needs with results highlighting new trends and specific actions advisors can take to increase plan sponsor satisfaction. Join Ron Cohen and Gary Shipper from Allspring Global Investments as they highlight findings from our new Science of Satisfaction survey and share new insights that you can use in your practice to demonstrate your value, increase your effectiveness, and retain and grow your most valuable relationships. Key trends of discussion: -What impact did the COVID-19 pandemic have on plan sponsors, and what changes would they like to make going forward? -How satisfied are plan sponsors with their advisors? What steps can advisors take to help ensure sponsor satisfaction? -What are the emerging trends most important to advisors? -What do sponsors think are of highest importance to employees? How can advisors help sponsors achieve their goals?
2021 Practice Progress Series: How Has the PEP Marketplace Developed in Year One?
The topic of pooled employer plans (PEPs) has been in the headlines of PLANADVISER Magazine and since the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in late 2019. With the formal launch of the PEP marketplace in early 2021, this webinar will offer a chance to take stock of how much progress has been made so far. We will examine which PEPs and pooled plan providers (PPPs) are finding early success, and why they are standing out. And, as always, we will consider what comes next.
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