Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 17th, 2020

Many Retirement Plan Contracts Delayed by COVID-19

Sales of new plans are expected to decline throughout the rest of 2020, with small plans affected the most. Read more >
A Bad Time to Stretch for Yield
We were already in a new normal of very low interest rates before the coronavirus pandemic struck. It now seems even less likely that the old rate regime will re-establish itself any time soon. Read more >
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 >
Client Relationship Summary
Who exactly needs to receive a Form CRS? Read more >
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 >
Franklin Templeton to Acquire Putnam for $925 Million
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Human Interest Offers 3% Cash Back for New Retirement Savers
Smart Acquires Managed Account Provider ProManage
FINRA Fines Vanguard for Overstating Money Market Projections
Investment Product and Service Launches
RobustWealth launches adviser-centered solution; Franklin Templeton adds fixed-income ETF offering; OneAmerica releases RetirementTrack target-date series; and more. Read more >
An Uptick in Customer Arbitration?
Litigation risks to understand during the COVID-19 crisis. Read more >
Market Mirror
Thursday, the Dow lost 135.39 points (0.50%) to finish at 26,734.71, the NASDAQ decreased 76.66 points (0.73%) to 10,473.83, and the S&P 500 was down 10.99 points (0.34%) at 3,215.57. The Russell 2000 climbed 39.30 points (2.75%) to 1,467.56, and the Wilshire 5000 closed 129.57 points (0.39%) lower at 32,805.84.   The price of the 10-year Treasury note increased 23/32, bringing its yield down to 0.615%. The price of the 30-year Treasury bond increased 28/32, decreasing its yield to 1.308%.
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