Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 1st, 2020

Advisers Giving Back: Brad Arends at intellicents

The plight of rural community health care systems is a personal matter for the community in Albert Lea, Minnesota, and for Brad Arends at intellicents. Read more >
Despite DOL’s Proposed Tightening, ESG Can Still Shine
It is not all doom and gloom for plan sponsors and participants who want these investments. Here’s what advisers should know about the new rules proposed by the Department of Labor.  Read more >
In Times of Financial Uncertainty …
What would help people feel smarter about making financial decisions for the future? Turns out the answers are mixed. Read more >
Digital Event: Topics for Committee Discussions
From the ongoing implementation of the SECURE Act to the emergency relief provisions included in the multiple congressional stimulus packages passed in response to the coronavirus pandemic, your clients have a lot to consider. This editorial-driven webinar will spell out exactly what topics retirement plan committees should be discussing during their next meeting. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Complying With the Custody Rule and the New Custody Proposal
With Another Rule Proposal, DOL’s Fiduciary Saga Continues
The Department of Labor has taken yet another step forward in what has been more than a decadelong effort to update the fiduciary duty applying to investment professionals serving workplace retirement plans. Read more >
PLANADVISER Thought Leadership
Views and voices from inside the industry. Read more >
Client Relationship Summary
Who exactly needs to receive a Form CRS, and when? Read more >
Evaluating Reg BI Compliance
Some firms should expect to be examined within one year of the compliance date. The alert makes clear that OCIE staff will be looking at firms’ policies and procedures to make sure they are reasonably designed to comply with the regulation; in so doing, the staff will evaluate “whether firms have made reasonable progress in implementing these policies and procedures.” Read more >
An Uptick in Customer Arbitration?
Litigation risks to understand during the COVID-19 crisis. Read more >
Market Mirror
Tuesday, the Dow was up 217.08 points (0.85%) at 25,812.88, the NASDAQ gained 184.61 points (1.87%) to finish at 10,058.77, and the S&P 500 increased 47.05 points (1.54%) to 3,100.29. The Russell 2000 climbed 62.59 points (4.54%) to 1,441.37, and the Wilshire 5000 closed 485.57 points (1.56%) higher at 31,630.48. The price of the 10-year Treasury note fell 25/32, bringing its yield up to 0.655%. The price of the 30-year Treasury bond was down, 7/32, increasing its yield to 1.410%.
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