Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 18th, 2020

Ambitious Firms Seeking Vertical Integration in the Financial Services Industry

The concept of ‘vertical integration’ is historically association with heavy manufacturing industries such as steel production, but it is increasingly the goal in financial services M&A transactions. Read more >
DOL Issues RFI on Prohibited Transactions, Open MEPs and SECURE Act
Responses to the request for information will help the Department of Labor evaluate the need for a proposal on new prohibited transaction exemptions related to pooled employer plans. Read more >
What Constitutes Retirement Plan Leakage, Really?
Depending on how exactly one defines the term, estimates of ‘leakage’ from defined contribution retirement plans vary considerably. Read more >
2020 TOP 100 Retirement Plan Advisers
Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement. Read more >
Advisers Giving Back: Grant Arends at Intellicents
Over the course of our Advisers Giving Back profile series, one common thread has been an expressed desire not just to “give back” to great causes and communities, but also to invest in them and to provide people the opportunity to improve their own lives and livelihoods permanently. Grant Arends, co-founder and president of retirement services at the fiduciary advisory firm Intellicents, says this theme is front and center in his giving efforts. Read more >
Digital 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 >
Paycheck Protection Program Considerations for Advisers
Like any clients that have taken advantage of the Paycheck Protection Program, advisory practices must be careful about the provisions the Small Business Administration has set forth to make any payments forgivable. Read more >
Market Mirror
Wednesday, the Dow closed 170.37 points (0.65%) lower at 26,119.61, the NASDAQ was up 14.67 points (0.15%) at 9,910.53, and the S&P 500 was down 11.25 points (0.36%) at 3,113.49. The Russell 2000 increased 6.92 points (0.49%) to 1,426.53, and the Wilshire 5000 decreased 143.31 points (0.45%) to 31,728.66. The price of the 10-year Treasury note was up 24/32, decreasing its yield to 0.730%. The price of the 30-year Treasury bond increased 27/32, bringing its yield down to 1.524%.
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