Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 26th, 2020
DOL Files Brief in Case Over ERISA Preemption of CalSavers
A brief filed in a federal appellate court explains how the agency believes a federal district court erred in dismissing the case Read more >
Consider How CITs Can Fit Into Your Practice
Collective investment trusts (CITs) can help clients address fee pressures, support an increased focus on fiduciary obligations, provide a means to build white-labeled investments and more. Read more >
Regulation Best Interest Arrives
On June 30, the Securities and Exchange Commission’s ‘Reg BI’ goes into effect to enhance the transparency and quality of adviser/investor relationships. Read more >
Investment Product and Service Launches
Calvert launches institute for responsible investing; BNY Mellon and Wilshire Associates create TDF platform; and intellicents to use Morningstar managed account service. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
LinkedIn Will Pay Out $6.75 Million for 401(k) Participant Complaint
Protection During Downturns
Managed accounts, age-appropriate TDFs can each be attractive. Read more >
On the Move
Transactions, promotions and new hires in the financial advisory industry. Read more >
Market Mirror
Thursday, the Dow gained 299.66 points (1.18%) to finish at 25,745.60, the NASDAQ closed 107.84 points (1.09%) higher at 10,017.00, and the S&P 500 increased 33.43 points (1.10%) to 3,083.76. The Russell 2000 was up 23.57 points (1.70%) at 1,413.31, and the Wilshire 5000 climbed 348.62 points (1.12%) to 31,454.25.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.686%. The price of the 30-year Treasury bond was up 1/32, decreasing its yield to 1.435%.
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