Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 16th, 2020

Tempered Interest in Custom TDF Market Belies Big Opportunities

Custom target-date funds can be a good choice for sponsors that have a unique population, such as airline pilots, whose careers typically start later and end earlier than other professions. Still, custom TDFs are not currently all that popular. Read more >
Market Optimists Confront Gloomy Growth Forecasts
The 2020 equity market outlook continues to hinge on whether a major secondary spike in COVID-19 infections can be prevented; news headlines on this front confirm this remains a very real risk. Read more >
RIA Mergers and Acquisitions Hit Hard by COVID-19
Year to date, there have been 30 RIA deals representing $32.8 billion. By comparison, the same period last year had 55 RIA deals representing $59.7 billion, which is a 45% decrease in both transactions and assets. Read more >
Settlement Agreement Reached in Neuberger Berman 401(k) Plan Lawsuit
The Neuberger Berman Group 401(k) plan investment committee will pay $17million to settle a lawsuit alleging it violated the Employee Retirement Income Security Act by maintaining the Neuberger Berman Value Equity Fund as an investment option in its plan. Read more >
MOST READ ARTICLES
1
$300 Million Plan Faces ERISA Fiduciary Breach Lawsuit
2
Three New ERISA Lawsuits Bash Actively Managed TDFs
3
Another Lawsuit Challenges Use of Untested CITs in 401(k) Plan
4
DOL Aims to Quickly Simplify Conflict of Interest Framework
5
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Sponsored message from Natixis
Resiliency on the road to retirement
How has the first ESG-driven TDF Series navigated the COVID-19 crisis? Views on the design, purpose, and performance of Natixis Sustainable Future Funds at its three-year mark are shared by Portfolio Manager Chris Sharpe. Watch video for insight Read more >
The Risks of DC Investing
People face a long succession of risks in their lives, and while many of these possible threats never go away, some can be shifted around and compensated for. Some materialize all at once—damage from a car accident, home fire or bank failure. The insurance industry calls these discrete events “occurrences,” and they can be protected against by some sort of defined policy or coverage program. Read more >
Let Me Introduce Myself
When Matt Demet wants to ask a sponsor client for a referral, depending on that person’s style, he may do it during a meeting, or after the meeting over a glass of wine or beer, or by email. “When I want to send an email, first I identify, through tools such as LinkedIn, that the client is connected to a company where I’d like an introduction,” says Demet, senior vice president – business development at Spectrum Investment Advisors in Mequon, Wisconsin. Read more >
PAi Enhances Small Market 401(k) Plan Solution
Enhancements include a new investment option from Principal Global Investors geared to minimize market risk by leveraging fixed income investment options that provide a guaranteed crediting rate. Read more >
ShareBuilder 401k Offers Free Setup for New Plans
From now until July 3, companies with employees can save $495 to $995 in setup costs by starting a 401(k) plan. Read more >
Market Mirror
Monday, the Dow was up 157.62 points (0.62%) at 25,763.16, the NASDAQ gained 137.22 points (1.43%) to finish at 9,726.02, and the S&P 500 increased 25.28 points (0.83%) to 3,066.59. The Russell 2000 climbed 63.38 points (4.67%) to 1,419.61, and the Wilshire 5000 closed 341.68 points (1.10%) higher at 31,288.86. The prices of the 10-year Treasury note and the 30-year Treasury bond were each down 1/32, increasing their yields to 0.713% and 1.458%, respectively.
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