Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 2nd, 2020

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 >
Be Prepared for a Potentially Wild Third Quarter
After falling precipitously in the first quarter, the S&P 500 Index added 20% during the second, making for the best quarter since 1998 and the best second quarter since 1938. What comes next is anyone’s guess. Read more >
First Wave of Coronavirus Hardship Distributions Still Building
Only 5% of respondents to a new survey have withdrawn from their retirement accounts, but another 7% said they plan to do so in the coming weeks. Read more >
The Art of Adaptation
DCIOs’ share of the defined contribution plan market has been increasing gradually for years, reaching 51%—or $4.4 trillion in assets—by the end of last year, says Chris Brown, founder and principal of Sway Research LLC, a DCIO distribution research and consulting company in Newton, New Hampshire. Read more >
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
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2020 PLANADVISER National Conference
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A New World and New Opportunities for Alpha
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People of Color Report Limited Retirement Investments
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CAPTRUST Acquires Retirement Planning Practice From Plante Moran Financial Advisors
2020 PLANADVISER DCIO Survey
You don’t need to be Charles Darwin to admire the remarkable evolution in defined contribution (DC) plan investment lineups. For example, the stable-value- and insurance-based products common many decades ago now compose only 10% of the market, and nearly two-thirds (65%) of assets reside in asset-allocation- or equity-based products. Such a transformation was fueled by the explosive growth in access to mutual funds, which captured over 70% of DC plan assets earlier this decade before falling to 56% this year. Read more >
Compliance When It’s Tough
“At the end of the day, even now, the DOL and the IRS are still conducting examinations and audits,” says David Kaleda, a principal with Groom Law Group and a columnist for PLANADVISER. “It’s not like the regulators have gone away.” 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 >
Market Mirror
Wednesday, the Dow was down 77.91 points (0.30%) at 25,734.97, the NASDAQ gained 95.86 points (0.95%) to finish at 10,154.63, and the S&P 500 closed 15.57 points (0.50%) higher at 3,115.86. The Russell 2000 climbed 48.53 points (3.52%) to 1,427.31, and the Wilshire 5000 increased 108.64 points (0.34%) to 31,739.15. The price of the 10-year Treasury note was down 2/32, increasing its yield to 0.672%. The price of the 30-year Treasury bond decreased 25/32, bringing its yield up to 1.421%.
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