Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 26th, 2021

Long-Running BlackRock ERISA Suit Reaches Settlement

The investment firm has agreed to pay $9.65 million to resolve a fiduciary breach lawsuit, first filed in 2017, questioning the fees paid in its own retirement plan. Read more >
Hedge Funds and PE Firms Lead in Digital Tech
A Broadridge Asset Management expert explains how financial advisers can follow in their tracks.  Read more >
15th Anniversary of RPAY: Everhart Advisors
Since being named the 2018 PLANSPONSOR Mega Team Retirement Plan Adviser of the Year, the practice’s assets under advisement have doubled. Read more >
Investment Product and Service Launches
Voya Financial and Morningstar announce new adviser managed account program; BNY Mellon to launch first active ETF solutions; AFL-CIO collaborates with multiple entities to distribute CIT funds; and more. Read more >
Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
A Year of Disruption Spotlights Tech, Cybersecurity
Well-Funded HSAs Are a Retirement 'Superpower'
Are You Leaving the Door Open?
Advisers may be overlooking points of entry to their data—what they can do to prevent cyber theft Read more >
How 3(38) Advising Profits Clients
Investment management turns up inefficiencies, takes on some risk, and more. Read more >
Market Mirror
Thursday, the Dow closed 199.42 points (0.62%) higher at 32,619.48, the Nasdaq was up 15.79 points (0.12%) at 12,977.68, and the S&P 500 increased 20.38 points (0.52%) to 3,909.52. The Russell 2000 climbed 48.86 points (2.29%) to 2,183.12, and the Wilshire 5000 gained 272.95 points (0.67%) to finish at 41,067.12.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.628%. The price of the 30-year Treasury bond decreased 30/32, bringing its yield up to 2.353%.
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