Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 24th, 2020

Despite COVID-19, Asset and Wealth Management Deals Surge

Two deals, by Morgan Stanley and Franklin Templeton, stand out, according to PwC. Read more >
Matrix Trust Co. Accused of Being Deceptive About Fees
The lawsuit says the defendants’ did not disclose that they were retaining non-float and float cash interest and 12(b)-1 fees retirement plan accounts were earning. Read more >
Tax-Saving Opportunity
Investors might consider a Roth conversion now. Read more >
Protection During Downturns
Managed accounts, age-appropriate TDFs can each be attractive. Read more >
EBSA’s E-Disclosure Rule Is Final
The standard, letting employers opt for electronic vs. print reporting, is a highlight of the agency’s departed assistant secretary’s tenure. Read more >
All That Goes Into a Practice
Past Retirement Plan Advisers of the Year discuss building a successful firm. Read more >
GKN Latest to Face Scrutiny Over GoalMaker Service
Well-Funded HSAs Are a Retirement 'Superpower'
A Year of Disruption Spotlights Tech, Cybersecurity
New Benartzi Paper Dissects Narrow Framing Phenomenon
Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan
Apples vs. Oranges
For retirement plan participants, financial crises are not all the same. Read more >
Regulation Best Interest Arrives
On June 30, the Securities and Exchange Commission’s ‘Reg BI’ goes into effect to enhance the transparency and quality of adviser/investor relationships. Read more >
Market Mirror
Thursday, the Dow lost 353.51 points (1.31%) to finish at 26,652.33, the NASDAQ closed 244.71 points (2.29%) lower at 10,461.42, and the S&P 500 decreased 40.36 points (1.23%) to 3,235.66. The Russell 2000 was virtually unchanged at 1,490.20, and the Wilshire 5000 fell 395.56 points (1.18%) to 33,049.34.   The price of the 10-year Treasury note was up 2/32, decreasing its yield to 0.580%. The price of the 30-year Treasury bond climbed 1 27/32, bringing its yield down to 1.234%.
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