Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 9th, 2020

Investments That Sustain

Research from Morningstar finds most investors, across ages and genders, have clear preferences for ESG-conscious investment products. Morningstar suggests that 72% of the U.S. population expresses at least a moderate interest in sustainable investing. Institutional investors, similarly, have expressed a good measure of their own cautious but significant interest. Read more >
COVID-19 Impacts Cap-Weighted Index Fund Construction
Additions to the Russell 3000 this year include Zoom Video Communications, Pinterest and Mimecast, highlighting the importance of communications technology in the midst of the coronavirus pandemic. Read more >
Close Coordination Expected Between New DOL Rule and SEC’s Reg BI
Such coordination would be consistent with what the Department of Labor leadership has been signaling for a number of years now. Read more >
Hazard Prevention
Plan sponsors are asking advisers to help them establish plan governance practices—maintaining and reviewing plan documents, keeping meeting minutes of decisions, and reasons for those decisions, and setting participant communication and education guidelines. Read more >
Live 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 >
Barnabas Health Latest to Settle ERISA Suit
The Role of the 401(k) in Today’s Tight Labor Market
Olin Corp. Soundly Defeats ERISA Lawsuit
Excessive Fee ERISA Complaint Targets Cook Group
Retirement Industry People Moves
Sponsored message from John Hancock
State of the participant 2020: readiness within reach
Reflections on retirement readiness and ideas for improvement. Read more >
Advisers Giving Back: Grant Arends at Intellicents
Some people are called to give back and invest in their local communities, while others are compelled to go farther afield. Read more >
The Financial Services Industry Can Help Tackle Economic Inequality
Each U.S. household in the bottom half of the wealth distribution has only $20,000 of net worth, on average, a figure that represents less than 0.1% of those at the very top. Helping more people to own homes and to invest even modestly in the stock market are seen as critical steps to closing that gap. Read more >
Planning for Clients’ Health Care Expenses in Event of a Layoff
Mark Waterstraat, president of consumer solutions at Alegeus, offers simple steps to coach clients through managing their health care finances after a layoff. For example, did you know that individuals can use HSA funds to pay COBRA premiums tax-free? Read more >
Market Mirror
Yesterday, the Dow gained 461.46 points (1.70%) to finish at 27,572.44, the NASDAQ was up 110.66 points (1.13%) at 9,924.75, and the S&P 500 increased 38.46 points (1.20%) to 3,232.39. The Russell 2000 climbed 84.83 points (5.84%) to 1,536.89, and the Wilshire 5000 closed 466.90 points (1.44%) higher at 32,992.21. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 0.874%. The price of the 30-year Treasury bond increased 8/32, bringing its yield down to 1.639%.
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