Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 23rd, 2020

All That Goes Into a Practice

How do the best find team members? How do they juggle serving existing clients, with wooing new clients, plus managing staff, the firm’s technology and the books? Read more >
SEC’s Punitive Authority Tested by Latest SCOTUS Ruling
A nearly unanimous Supreme Court has seemingly set new limits on the punitive authorities of the U.S. Securities and Exchange Commission (SEC), though just how much has changed is up for debate. Read more >
Some Parties Question PE’s Role in DC Plans
It is common to hear that private equity (PE) has been the best performing asset class in recent years for institutional investors, but a new academic analysis challenges that idea. Read more >
Should Fixed Income Come First in Glide Path Discussions?
The equity side of the portfolio tends to get a lot of air time, but experts agree that a more balanced approach should increase the likelihood of participants attaining their desired outcomes. Read more >
Franklin Templeton to Acquire Putnam for $925 Million
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
Smart Acquires Managed Account Provider ProManage
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
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The Art of Adaptation
As defined contribution (DC) plans have evolved, so have the tools and services that investment managers offer plan advisers in the form of defined contribution investment-only (DCIO) products. Read more >
Cetera Launches Financial Wellness Program for Advisers to Offer
The new offering can be bundled with an investment professional’s delivery of a retirement plan to small businesses, or it can be offered on an education-only basis. Read more >
Advisers Giving Back: Pensionmark
One charity program Pensionmark supports is Partners in Education, which pairs young people with mentors from the business community to help them prepare for internships and first jobs. Read more >
Market Mirror
Monday, the Dow gained 153.50 points (0.59%) to finish at 26,024.96, the NASDAQ closed 110.35 points (1.11%) higher at 10,056.48, and the S&P 500 increased 20.12 points (0.65%) to 3,117.86. The Russell 2000 was up 6.42 points (0.45%) at 1,433.50, and the Wilshire 5000 climbed 209.39 points (0.66%) to 31,821.44. The prices of the 10-year Treasury note and 30-year Treasury bond each were down 1/32, increasing their yields to 0.708% and 1.465%, respectively.
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