Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 8th, 2020
Government and Shareholders Approve Charles Schwab-TD Ameritrade Merger
Now that the deal has been formally approved, integration is expected to take between 18 to 36 months to complete following the close. Read more >
Pooled Strength
PEPs should be a boon to small employers—how advisers, too, can gain from these plans. Read more >
October Three Introduces Suite of Services to Help Plan Advisers Prospect
The search tool features detailed information on more than 700,000 U.S. retirement plans, and advisers can review the results with an October Three retirement plan partner. Read more >
OneAmerica Launches ‘MyTrack’ Financial Wellness Solution
The theory behind the new solution is that, as participants navigate life events and the inevitability of changing financial priorities, they need individualized and relevant support. Read more >
MOST READ ARTICLES
1
Three New ERISA Lawsuits Bash Actively Managed TDFs
2
DOL’s New Proposed Fiduciary Rule Aligns With Reg BI, NAIC Suitability
3
Despite DOL’s Proposed Tightening, ESG Can Still Shine
4
Estee Lauder Faces 401(k) Plan Excessive Fee Lawsuit
5
Costco Sued Over 401(k) Plan Investment, Recordkeeping Fees
Let Me Introduce Myself
Advisers talk about how they seek client referrals. Read more >
Invested in Technology
Past Retirement Plan Advisers of the Year discuss their ‘tech support’ Read more >
Market Mirror
Friday, the Dow climbed 829.16 points (3.15%) to 27,110.98, the NASDAQ closed 198.27 points (2.06%) higher at 9,814.08, and the S&P 500 increased 81.58 points (2.62%) to 3,193.93. The Russell 2000 was up 55.09 points (3.79%) at 1,507.15, and the Wilshire 5000 gained 810.43 points (2.56%) to finish at 32,525.21.   The price of the 10-year Treasury note decreased 28/32, bringing its yield up to 0.893%. The price of the 30-year Treasury bond was down 7/32, increasing its yield to 1.667%.   For the week ending June 5, the Dow gained 6.81%, the NASDAQ was up 3.42%, and the S&P 500 increased 4.91%. The Russell 2000 climbed 8.11%, and the Wilshire 5000 finished 5.17% higher.
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