Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 22nd, 2020

Remember the Real Role of Stable Value

The annualized return from 2000 to 2020 is 4.22% for stable value and 5.25% for stocks. One might expect the difference to be greater. Read more >
Economic Murkiness Won’t Soon Dissipate
One economist says there is so much noise in the data that it’s hard to assess where we are right now, let alone where things are going from a macroeconomic perspective. Read more >
IRS Expands Coronavirus Loan, Distribution Relief
The Internal Revenue Service is expanding the categories of individuals eligible for special loans and distributions and providing updated guidance on the tax treatment of these distributions and loans. Read more >
Practice Progress
Each month, the editors of PLANADVISER will bring together industry experts to discuss practice management, client service, investmetns and more. Read more >
Excessive Fee ERISA Complaint Targets Cook Group
Barnabas Health Latest to Settle ERISA Suit
An Update on the SEC’s Private Fund Rule
Kellogg Faces ERISA Managed Account Fee Complaint
Strategies for Reining In Health Care Costs in Early Retirement
Pooled Strength
PEPs should be a boon to small employers—how advisers, too, can gain from these plans. Read more >
Hazard Prevention
403(b) sponsors may stave off lawsuits by cleaning up plan governance. Read more >
Market Mirror
Friday, the Dow lost 208.64 points (0.80%) to finish at 25,871.46, the NASDAQ was up 3.07 points (0.03%) at 9,946.12, and the S&P 500 decreased 17.60 points (0.56%) to 3,097.74. The Russell 2000 was down 8.44 points (0.59%) at 1,418.63, and the Wilshire 5000 closed 159.06 points (0.50%) lower at 31,613.46.   The price of the 10-year Treasury note was up 1/32, decreasing its yield to 0.698%. The price of the 30-year Treasury bond increased 6/32, bringing its yield down to 1.460%.   For the week ending June 19, the Dow was up 1.04%, the NASDAQ climbed 3.73%, and the S&P 500 increased 1.86%. The Russell 2000 gained 2.23%, and the Wilshire 5000 finished 2.15% higher.
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