Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 25th, 2021

How to Choose a PEP

Among the many changes ushered in this year by the Setting Every Community Up for Retirement Enhancement (SECURE) Act is the availability, for the first time, of pooled employer plans (PEPs). These vehicles, a type of multiple employer plan (MEP), allow unrelated organizations to participate in the same retirement scheme. Read more >
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 >
Advisers Giving Back: A Big Year (and Day) of Giving for the CCF
The CAPTRUST Community Foundation (CCF) raised almost $5 million in 2020, of which it donated a record $1 million, to the benefit of more than 200 nonprofits, over that difficult year. Read more >
ESG Investing Under ERISA
On November 13, 2020, the Department of Labor (DOL) issued its final rule Financial Factors in Selecting Plan Investments. The regulation became effective on January 12 and targets advisers and other fiduciaries under the Employee Retirement Income Security Act (ERISA) who wish to consider economic, social and governance (ESG) factors when making investment decisions or recommendations. Advisers and other fiduciaries should consider how they will comply with it. Read more >
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
As States Add Retirement Programs, Private Providers See Growth
Franklin Templeton to Acquire Putnam for $925 Million
ChatGPT Sentiment Analysis Significantly Outperforms Stock Market Average
PLANADVISER Recordkeeper Services Survey
Thorough Analysis: Recordkeepers’ consistent evolution has led them to offer a wide range of investments, technology and servicing options today. Read more >
Some Say Union Revival Could Address Retirement Insecurity
Data from the Bureau of Labor Statistics shows the U.S. now has the fifth lowest trade union density of the 36 member nations of the Organization for Economic Co-operation and Development. Read more >
Market Mirror
Wednesday, the Dow slipped 3.09 points (0.01%) to 32,420.06, the Nasdaq fell 265.81 points (2.01%) to 12,961.89, and the S&P 500 closed 21.38 points (0.55%) lower. The Russell 2000 plunged 132.58 points (5.85%) to 2,134.27, and the Wilshire 5000 fell 398.68 points (0.97%) to 40,794.17. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.617%. The price of the 30-year Treasury bond increased 5/32, bringing its yield down to 2.309%.
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