Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 14th, 2020

15th Anniversary of RPAY: Chad Larson

2007 PLANSPONSOR Plan Adviser of the Year Chad Larsen remained independent until last September, when HUB International acquired his firm. He says the past 13 years have been ‘a great time to be in this business.’ Read more >
M&A Activity Rebounded Late in Q2
Fidelity finds the second quarter opened with some of the lowest M&A activity levels recorded since it began tracking in 2016. However, the quarter eventually turned around and closed with a deal count comparable to 2019’s record-setting pace. Read more >
Judge Refuses to Dismiss Goldman Sachs Self-Dealing Suit
A federal judge has denied a motion to dismiss a lawsuit alleging Goldman Sachs’ 401(k) plan fiduciaries retained expensive, low-performing proprietary funds in the plan for the benefit of itself and a subsidiary. Read more >
All That Goes Into a Practice
Perseverance is a big part of being an adviser because it’s a numbers game. Many times you get up to bat but you don’t hit a home run, and you’ve got to just keep swinging.  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
Retirement Advisers Increasingly Want PEP Option in Toolbox
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from ISS MEDIA
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Practice Progress Webinar Series
Each month, the editors of PLANADVISER will bring together industry experts to discuss practice management, client service, compliance, investments and more. Read more >
TRA Partners with RLC on Adviser Support Suite
The Retirement Advantage Inc. (TRA) and the Retirement Learning Center (RLC) have entered into a partnership aimed at enhancing financial adviser preparedness and providing assistance in delivering solutions. Read more >
Tax-Saving Opportunity
The common wisdom is that taxes in retirement will be lower because of lower stated income. However, if you look at where we are today in terms of where income taxes are, they are lower than in many historical periods. Read more >
Market Mirror
Yesterday, the Dow was up 10.50 points (0.04%) at 26,085.80, the NASDAQ fell 226.60 points (2.13%) to 10,390.84, and the S&P 500 decreased 29.82 points (0.94%) to 3,155.22. The Russell 2000 lost 19.11 points (1.34%) to finish at 1,403.57, and the Wilshire 5000 closed 394.11 points (1.21%) lower at 32,131.85. The price of the 10-year Treasury note increased 25/32, bringing its yield down to 0.617%. The price of the 30-year Treasury bond climbed 27/32, decreasing its yield to 1.316%.
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