Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 21st, 2020

COVID-19: Changing Portfolio Management Forever

In a preview of our upcoming print edition, three large target-date fund managers weigh in on the current market—and what comes next. Read more >
Senator Portman Again Calls for Multiemployer Union Pension Reform
He says that without several much-needed reforms, the Pension Benefit Guaranty Corporation could become insolvent in less than five years. Read more >
California Man Accused of Fleecing Boeing Retirement Plan
A federal grand jury has indicted an Orange County man on charges that he fraudulently obtained access to Boeing employees’ retirement accounts. Read more >
State Securities Charges Highlight Potential for REIT Sales Issues
A registered representative of NEXT Financial Group is accused of manipulating key figures and data used to monitor sales of real estate investment trusts to certain client groups, allegedly rendering the monitoring efforts “meaningless.” Read more >
15th Anniversary of RPAY: John Barry
One difference between now and 2008 in terms of running an advisory practice is the “technology dividend,” says John Barry, that year’s winner of the PLANSPONSOR Retirement Plan Adviser of the Year award. Read more >
IRS Life Expectancy Tables Updated for Retirees
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
Keeping Up with the Securing a Strong Retirement Act
Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits
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 >
The Alternative Workplace
Video conferences are generally the most effective tool, short of meeting in person, agrees Scott Weighart, director of learning and development at Bates Communications in Boston.  Read more >
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. Read more >
Market Mirror
On Monday, the Dow was up 8.92 points (0.03%) at 26,680.87, the NASDAQ increased 263.90 points (2.51%) to 10,767.09, and the S&P 500 was up 27.11 points (0.84%) at 3,251.84. The Russell 2000 dropped 5.36 points (0.36%) to finish at 1,467.95, and the Wilshire 5000 closed 311.93 points (0.95%) higher at 33,218.90. 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 was up 5/32, decreasing its yield to 1.311%.
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