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 >