Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 30th, 2021

Practice Progress: ESG and Corporate Social Responsibility

Many industry experts believe the Biden administration will try to increase support for the use of environmental, social and governance (ESG)-themed investments, including by retirement plans. At the same time, investment managers and index providers are holding companies to greater account for a lack of diversity and inclusion on boards and in senior management positions. Join us for a live panel discussion about the past, present and future of ESG. Read more >
The Truth About Plan Governance
Why do plan sponsors hire retirement plan advisers? Is it to help them improve their plan? To strengthen plan governance? To bring expertise the plan sponsor lacks? The reasons—there are probably more than one—vary from sponsor to sponsor. Read more >
DiMeo Schneider to Rebrand as Fiducient Advisors
The leadership and ownership structure of the firm, which advises on more than $225 billion in client assets across endowments and foundations, retirement plans, private clients and financial institutions, will remain the same. Read more >
A Question of Liability
Litigation in the retirement plan industry has increased in the last decade, with plaintiffs’ firms increasingly recruiting plan participants to make allegations against plan sponsors and providers. What does this mean for retirement plan advisers? Read more >
Experts Predict Major Growth in Retirement Coverage, Benefits
Why 529 Education Savings Plans Are More Valuable Than Ever
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Biden’s First Veto Keeps DOL’s ESG Rule in Place
A Reminder to Avoid Fraudulent Hardship Withdrawals
Part-Timers’ Retirement Confidence Suffers, Full-Timers’ Improves
Bonnie-Jeanne MacDonald, director of financial security research at the National Institute of Ageing at Ryerson University, has found that conventional replacement rates and living standard continuity were incorrectly correlated. Earnings are not the only factor, she says. Read more >
The Pandemic Effect
34% of all age groups have taken money from their retirement­ account due to the economic effects of COVID-19. Millennials have needed to do so the most. Read more >
Market Mirror
Yesterday, the Dow increased 98.49 points (0.30%) to 33,171.37, the Nasdaq closed 79.08 points (0.60%) lower at 13,059.65, and the S&P 500 was down 3.45 points (0.09%) at 3,971.09. The Russell 2000 fell 62.80 points (2.83%) to 2,158.68, and the Wilshire 5000 lost 198.70 points (0.48%) to finish at 41,521.45. The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.718%. The price of the 30-year Treasury bond decreased 28/32, bringing its yield up to 2.418%.
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