Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 12th, 2021

New Stimulus Package Includes Help for DB Plan Sponsors

Both single-employer plans and multiemployer plans will get help with funding. Read more >
Classic ERISA Claims Filed Against USI Insurance Services
The financial services company is facing self-dealing allegations that closely echo those filed—with mixed results—against many of its industry peers. Read more >
AssetMark Says Voyant Acquisition Will Advance Its Financial Wellness Offerings
The firm says the move provides enhanced benefits for advisers and their clients. Read more >
Many Ways to Mentor
Celebrating the good works of advisers who give back to their communities in personal ways. Read more >
House Committee Advances Bill With Various Retirement Plan Provisions
Retirement Industry People Moves
Employees Favor Retirement Plans That Substitute Annuities for Bonds
A 3.3% Withdrawal Rule Might Be More Sustainable for Retirees Going Forward
NFP’s Wealthspire Acquires Private Ocean
The Latest Word on ESG
In terms of plan investing, fiduciary duty continues to come first. Read more >
ESG Investing Under ERISA
DOL narrows focus in final rule to pecuniary factors. Read more >
Market Mirror
Thursday, the Dow was up 188.57 points (0.58%) at 32,485.59, the Nasdaq climbed 329.84 points (2.52%) to 13,398.67, and the Wilshire 5000 increased 40.53 points (1.04%) to 3,939.34. The Russell 2000 gained 52.86 points (2.31%) to finish at 2,338.54, and the Wilshire 5000 closed 569.63 points (1.38%) higher at 41,845.04.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.531%. The price of the 30-year Treasury bond decreased 1 22/32, bringing its yield up to 2.293%.
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