Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 27th, 2020

Advisers Giving Back: Kelli Davis and CSi Advisory Services

Among other efforts, the firm dedicates significant time and resources to causes that fight hunger and support financial literacy among girls and young women in Indiana. Read more >
Sutter Health 403(b) Plan the Target of Excessive Fee Suit
Defendants are accused of failing to leverage the size of the plan to negotiate for lower investment and recordkeeping fees, among other things. Read more >
Senate Bill Would Allow Catch-Up Contributions in 2021, 2022
The proposal would allow catch-up contributions in those years equal to the difference between an individual’s actual contributions and current federal limits on these accounts. Read more >
Investment Product and Service Launches
Lincoln Financial Group releases new guaranteed lifetime income option; MUFG adds Broadridge loan tracker; and USI Advisors adds Investment Metrics portfolio solution. Read more >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
Lawsuit Against Northern Trust Over TDFs Will Proceed
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Advisers as Advocates for Systemic Change
A discussion with Jamie Kalamarides, president of Prudential Group Insurance, on the results of his firm’s recently published Financial Wellness Census. Read more >
Evaluating Reg BI Compliance
Five takeaways from an OCIE Risk Alert Read more >
Market Mirror
Friday, the Dow decreased 182.44 points (0.68%) to 26,469.89, the NASDAQ lost 98.24 points (0.94%) to finish at 10,363.18, and the S&P 500 was down 20.03 points (0.62%) at 3,215.63. The Russell 2000 fell 22.59 points (1.52%) to 1,467.55, and the Wilshire 5000 closed 246.06 points (0.74%) lower at 32,803.29.   The price of the 10-year Treasury note was unchanged, with its yield at (0.584%). The price of the 30-year Treasury bond was up 1/32, decreasing its yield to 1.228%.   For the week ending July 24, the Dow lost 0.76%, the NASDAQ fell 1.33%, and the S&P 500 was down 0.28%. The Russell 2000 finished 0.39% lower, and the Wilshire 5000 decreased 0.32%.
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