Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 11th, 2020

The Democratic Candidates’ Retirement Proposals

Retirement policy proposals put forth by the Democratic candidates, if they come to fruition, will certainly affect individuals’ retirement strategies, as well as the financial services industry. Both Joe Biden and Bernie Sanders say they will shore up Social Security. Read more >
‘INFORM Act’ Seeks Pension Lump-Sum Buyout Transparency
The bill would require an explanation of how a lump sum was calculated—including the interest rate, mortality assumptions and whether any additional plan benefits were included in the lump sum, such as early retirement subsidies. Read more >
Ongoing Volatility Projected by J.P. Morgan’s Guide to Retirement
Retirement investors have little choice but to stay the course; even backing away from the markets for a short period can prove detrimental to long-term returns. Read more >
2020 TOP 100 Retirement Plan Advisers
Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement. Read more >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
A Reminder to Avoid Fraudulent Hardship Withdrawals
Your Clients Can Expect More Testimonials and Solicitations
The U.S. Securities and Exchange Commission’s set of proposed advertising regulations give advisers and their representatives much more leeway to tell their story to prospective clients. Read more >
Advisers Shine Light on CSR at Work
Later in the year, Business Roundtable, a group of 181 CEOs representing the largest U.S. companies, stated corporations should not just prioritize shareholders but “share a fundamental commitment to all of our stakeholders.” Among the group’s five commitments was “Supporting the communities in which we work.” Read more >
Market Mirror
Tuesday, the Dow surged higher 1,167.14 points (4.89%) to 25,018.16, the NASDAQ gained 393.58 points (4.95%) to finish at 8,344.25, and the S&P 500 closed 135.67 points (4.94%) higher at 2,882.23. The Russell 2000 increased 37.46 points (2.85%) to 1,350.90, and the Wilshire 5000 climbed 1,313.22 points (4.73%) to 29,088.20. The price of the 10-year Treasury note decreased 2 2/32, bringing its yield up to 0.795%. The price of the 30-year Treasury bond fell 7 30/32, increasing its yield to 1.299%.
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