Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 30th, 2020

Should Advisers Bother With Pension Plans?

Most in the retirement planning industry agree that defined contribution is the future. But what opportunities are there for advisers interested in serving traditional defined benefit pensions? Many, it turns out. Read more >
Quest Diagnostics Faces Additional ERISA Litigation
The medical testing company is already facing scrutiny for its use of actively managed investments within its retirement plan; it is now the subject of a broader excessive fee lawsuit. Read more >
Republic, GreatBanc Agree to Settlement of ESOP Lawsuit
The lawsuit alleges a series of bad-faith dealings were made that caused losses to the ESOP while benefiting executives. Read more >
All That Goes Into a Practice
Past Retirement Plan Advisers of the Year discuss building a successful firm. Read more >
2023 PLANADVISER Top Retirement Plan Advisers
2023 PLANADVISER Top Retirement Plan Advisers
Why 529 Education Savings Plans Are More Valuable Than Ever
Retirement Advisers See Increased Scrutiny on Fees, Services
Government Plans Face Unique Challenges With SECURE 2.0 Implementation
The Art of Adaptation
As defined contribution (DC) plans have evolved, so have the tools and services that investment managers offer plan advisers in the form of defined contribution investment-only (DCIO) products. Read more >
La Meer Launches Cloud-Based Reg BI Compliance Platform
The platform is known as ‘GRACE’ and seeks to make it easier for advisory firms to meet the requirements of Regulation Best Interest while working in a remote-first setting. 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 >
Market Mirror
Wednesday, the Dow was up 160.29 points (0.61%) at 26,539.57, the NASDAQ gained 140.85 points (1.35%) to finish at 10,542.94, and the S&P 500 closed 40.00 points (1.24%) higher at 3,258.44. The Russell 2000 increased 15.98 points (1.08%) to 1,500.63, and the Wilshire 5000 climbed 454.99 points (1.39%) to 33,304.72. The price of the 10-year Treasury note was up 1/32, bringing its yield down to 0.575%. The price of the 30-year Treasury bond was down 6/32, bringing its yield up to 1.242%.
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