Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 20th, 2020
Annuity Challenges Remain Post-SECURE Act
Everyone wants lifetime income products to be portable, but that doesn’t mean building such solutions will be easy. Read more >
In Coronavirus Response, Merger and Acquisition Activity Slowed by DOJ
The federal government will provide itself 30 additional days to review economically significant mergers and acquisitions—which include for example the purchase of TD Ameritrade by Charles Schwab. Read more >
Opposition, and Support, Continue for Reg BI
Former Congressmen Dodd and Frank join the legal challenge, while the financial and insurance communities largely stand behind the rule. Read more >
2020 PLANADVISER Micro Plan Survey
Micro plans have much to gain from adviser help with fiduciary matters. Read more >
New York City Council Approves Auto-Enroll IRA Program
‘SECURE Act 2.0’ Appears Ready to Clear Committee
Stimulus Bill Extends Some Provisions of the CARES Act
House Ways and Means Committee Passes SECURE Act 2.0
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Advisers Shine Light on CSR at Work
Past Retirement Plan Advisers of the Year discuss corporate social responsibility. Read more >
In Touch
How advisers use social media for business development. Read more >
Market Mirror
Thursday, the Dow increased 188.27 points (0.95%) to 20,087.19, the NASDAQ gained 160.73 points (2.30%) to finish at 7,150.58, and the S&P 500 was up 11.29 points (0.47%) at 2,409.39. The Russell 2000 climbed 67.55 points (6.82%) to 1,058.72, and the Wilshire 5000 closed 334.79 points (1.41%) higher at 24,066.50.   The price of the 10-year Treasury note increased 25/32, bringing its yield down to 1.151%. The price of the 30-year Treasury bond decreased 25/32, bringing its yield up to 1.791%.
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