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 >