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July 16th, 2020 |
 | 15th Anniversary of RPAY: Steve WiltSteve Wilt, member of the PLANSPONSOR Retirement Plan Team of the Year in 2007, now works at CAPTRUST. He says he is as busy as ever, though he can now leverage the resources of a national firm.
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| Build Referral Networks to Find the Right Clients | | Advisers need to understand that developing referral sources can take as long as five to seven years and that there is no one-size-fits-all approach.
Read more > | | | A New World and New Opportunities for Alpha | | Generally speaking, investment managers agree that actively managed funds perform better in periods of market volatility and decline. However, they do not believe that plan sponsors that primarily offer low-cost passive funds should change their investment lineup at this time, because they believe sponsors should be committed to their long-term outlook for their plan and their participants.
Read more > | | | ADP Creates Simpler Form 500 Compliance Reporting | |
The firm is introducing a simplified Form 5500 compliance reporting process, marking the second phase of its compliance dashboard enhancement effort.
Read more > | | | Market Mirror | | Wednesday, the Dow closed 227.51 points (0.85%) higher at 26,870.10, the NASDAQ was up 61.92 points (0.59%) at 10,550.49, and the S&P 500 increased 29.04 points (0.91%) to 3,226.56. The Russell 2000 climbed 50.01 points (3.50%) to 1,478.27, and the Wilshire 5000 gained 378.92 points (1.16%) to finish at 32, 935.52.
The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.636%. The price of the 30-year Treasury bond decreased 27/32, bringing its yield up to 1.335%.
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