Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 16th, 2021
Magistrate Judge: Lawsuit Alleging PRT Advice Failures Should Continue
Among the interesting points of legal discussion in the magistrate judge’s report is an evaluation of the standard embraced by the U.S. Circuit Court of Appeals for the 11th Circuit for weighing witness testimony in ERISA cases. Read more >
15th Anniversary of RPAY: Christopher Kulick
In the three years since winning the award, Kulick says his practice has deepened its client relationships while increasing capacity for business development. Read more >
Marketing Execs Expect Wide Acceptance of New SEC Advertising Rule
Many say the new regulation permitting endorsements and testimonials in adviser advertisements brings it up to current consumer standards. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Ready for PTE 2020-02 July 1 Enforcement?
Olin Corp. Soundly Defeats ERISA Lawsuit
Retirement Industry People Moves
Senate Finance Committee Advances EARN Act
How 3(38) Advising Profits Clients
There are plenty of important life tasks that few people choose to take on themselves, home renovations and auto repair being two. While it might be admirable to step up and assume responsibility for these missions that are so critical to one’s enterprise, most people lack the requisite knowledge, skills or tools, and turn to experts. Read more >
The Tax Distinction
Although many retirement plan recordkeepers, and the advisers who work with them, offer a fairly broad and deep level of financial education, this is not normative, says Don Calcagni, chief investment officer (CIO) with Mercer Advisors in Denver. Read more >
Yesterday, the Dow increased 174.82 points (0.53%) to 32,953.46, the Nasdaq climbed 139.84 points (1.05%) to 13,459.71, and the S&P 500 closed 25.60 points (0.65%) higher at 3,968.94. The Russell 2000 was up 7.38 points (0.31%) at 2,360.17, and the Wilshire 5000 gained 297.67 points (0.71%) to finish at 42,198.01. The price of the 10-year Treasury note was up 2/32, decreasing its yield to 1.612%. The price of the 30-year Treasury bond increased 4/32, bringing its yield down to 2.359%.
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