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 >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
LinkedIn Will Pay Out $6.75 Million for 401(k) Participant Complaint
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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