Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 10th, 2020

A New World and New Opportunities for Alpha

Chris Herman, head of investment strategists at Fidelity Investments, notes that, in periods of high volatility, active management will outperform to a higher degree when the possibility of both outperformance and underperformance is there. Read more >
SS&C Advent Faces Second Licensing Lawsuit
A second licensing abuse lawsuit targeting Advent Software and SS&C Technologies, collectively referred to as SS&C Advent, has been filed in a federal court, this one in the U.S. District Court for the Southern District of New York. Read more >
Opinion Letters for Pre-Approved DC Plans Coming
The IRS says it expects to issue the letters on June 30, or in some cases, as soon as possible thereafter, and an employer adopting a newly approved plan document will be required to do so by July 31, 2022. Read more >
401(k) Investors Light on Trading in May
401(k) investors continued to favor fixed income, with those trades dominating 13, or 65% of the total trading days in the month, and equities leading for seven days, or 35%. Read more >
MOST READ ARTICLES
1
Three New ERISA Lawsuits Bash Actively Managed TDFs
2
Attorneys Offer Closer Reading of DOL’s Open MEP RFI
3
Another Lawsuit Challenges Use of Untested CITs in 401(k) Plan
4
Despite DOL’s Proposed Tightening, ESG Can Still Shine
5
With Another Rule Proposal, DOL’s Fiduciary Saga Continues
Sponsored message from PLANADVISER
Unprecedented times call for leading-edge business intelligence.
Retirement Viewpoints will keep you informed. Read more >
PLANADVISER Digital Event: Regulation Best Interest Is Here … Now What?
Simply put, Reg BI changes the fundamental customer loyalty and disclosure obligations placed on advisers and broker/dealers and, as such, coming into compliance with Reg BI is of the utmost importance for firms. Read more >
Achieving Age-Appropriate Allocations
A look at the current asset mix of participants who choose their own investments shows that many are outside their age-appropriate ranges, holding either too much or too little in equity investments. Read more >
Retirement Plans Start to Think About How to Produce Retirement Income
Vanguard says that meeting these income needs, along with encouraging strong savings rates and diversification, are the primary drivers in creating successful retirement outcomes. Read more >
AIG Retirement Services Announces Student Debt Help for Employees
It has engaged Savi to provide nonprofit and public service employees with an online tool to navigate government loan forgiveness programs. Read more >
Market Mirror
Tuesday, the Dow closed 300.14 points (1.09%) lower at 27,272.30, the NASDAQ was up 29.01 points (0.29%) at 9,953.75, and the S&P 500 was down 25.21 points (0.78%) at 3,207.18. The Russell 2000 decreased 29.84 points (1.94%) to 1,507.05, and the Wilshire 5000 lost 306.15 points (0.93%) to finish at 32,685.59. The price of the 10-year Treasury note increased 27/32, bringing its yield down to 0.829%. The price of the 30-year Treasury bond climbed 1 26/32, decreasing its yield to 1.577%.
rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2020 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850