Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 25th, 2020

Are You an Adviser or Consultant?

Think that distinction doesn’t matter? Just ask your service provider partners. Practically speaking, this distinction has an effect on the pricing, service offerings and overall relationship that develops between a financial services firm and its business partners. Read more >
As Congressional Help Looms, Providers Brace for Hardship Withdrawal Spike
Even as they await federal action, the likes of Fidelity and Empower Retirement have put plans in place to help workers and retirees make the best financial decisions during this challenging time in the markets. Read more >
Coronavirus News for Plan Advisers
Focused analysis of market movements, business challenges and legislative and regulatory actions. Read more >
Divorce Can Derail Otherwise Solid Retirement Plans
Estate planners and attorneys see a growing trend of ‘gray divorce’ affecting couples in their pre-retirement years, though the challenges of divorce impact workers of all ages. Read more >
2020 PLANADVISER Micro Plan Survey
A look at the many services that retirement plan advisers provide to micro plans, i.e. those with less than $5 million in assets, particularly reviews of fund performance and plan investment selection guidance. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Sponsored message from Mass Mutual
Why COLI? Why MassMutual?
Interview with Mark Laramee Managing Director of COLI Sales, Institutional Solutions Read more >
PCS Creates Communication Platform for Advisers
It will enable them to communicate with participants and sponsors during the coronavirus pandemic. Read more >
American Trust Retirement Adds iJoin to its Platform
It will soon offer the personalized managed account platform to participants. Read more >
Market Mirror
Tuesday, the Dow climbed 2,112.98 points (11.37%) to 20,704.91, the NASDAQ closed 557.18 points (8.12%) higher at 7,417.86, and the S&P 500 increased 209.93 points (9.38%) to 2,447.33. The Russell 2000 was up 94.14 points (9.39%) at 1,096.54, and the Wilshire 5000 gained 2,076.71 points (9.24%) to finish at 24,541.85. The price of the 10-year Treasury note was down 5/32, increasing its yield to 0.841%. The price of the 30-year Treasury bond decreased 32/32, bringing its yield up to 1.394%.
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