Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 17th, 2020
Close, but No Cigar for Approval of Dignity Health Case Settlement
On a second motion for preliminary approval of the settlement agreement in the church plan case, a federal judge still found a conflict between one subgroup of the class and the overall class of plaintiffs. Read more >
Big Dose of HSA Education Needed
Employees who have a health savings account often don’t understand how it works or how their contributions can be grown by investing the funds. Furthermore, most people seem to have no idea how much health care will cost in retirement, and they are open to learning more from employers. Read more >
Live Event: Regulation Best Interest Is Here … Now What?
Hosted by the editors of PLANADVISER and paneled by leading industry experts, this webinar will provide timely, actionable insights about establishing, maintaining and proving compliance under Reg BI. Read more >
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
As States Add Retirement Programs, Private Providers See Growth
Schwab Sees Record Attendance in Participant 401(k) Sessions
GOP Budget Plan Calls For Spending Cuts That Would Include Social Security Administration
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The Financial Services Industry Can Help Tackle Economic Inequality
Each U.S. household in the bottom half of the wealth distribution has only $20,000 of net worth, on average, a figure that represents less than 0.1% of those at the very top. Helping more people to own homes and to invest even modestly in the stock market are seen as critical steps to closing that gap. Read more >
Advisers Giving Back: Attila Toth and Portfolio Evaluations
Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and it makes sure to involve its staff members’ spouses and families to make its giving even more meaningful. Read more >
The Coronavirus Crash Tax Diversification Opportunity
Every cloud has a silver lining. One opportunity presented by the recent market volatility caused by the coronavirus pandemic is the chance to create greater tax diversification in retirement portfolios. Read more >
Market Mirror
Tuesday, the Dow gained 526.82 points (2.04%) to finish at 26,289.98, the NASDAQ closed 169.84 points (1.75%) higher at 9,895.87, and the S&P 500 increased 58.15 points (1.90%) to 3,124.74. The Russell 2000 was up 32.65 points (2.30%) at 1,452.26, and the Wilshire 5000 climbed 583.18 points (1.86%) to 31,872.01. The price of the 10-year Treasury note decreased 23/32, bringing its yield up to 0.745%. The price of the 30-year Treasury bond fell 1 6/32, increasing its yield to 1.530%.
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