PLANADVISERdash – March 31, 2021

Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR

March 31st, 2021

Defining ESG and Investment Materiality

This editorial webinar will feature a panel of ESG experts discussing the current and future state of ESG investing, both inside and outside ERISA plans. Particular attention will be paid to the regulatory environment and defining the critical concept of “materiality,” as well as the potential to pursue greater investment returns by seeking out companies with higher ESG ratings. Read more >

Data Points: Customization and the QDIA

Five years ago, more than 10% of plans that offered managed accounts used them as a default. Today? Our proprietary data shows usage of default managed accounts has been cut in half. Read more >

ERISA Attorney Q&A: Customization and Litigation

One expert attorney says sophisticated employers with the right internal expertise might want to explore custom default target-date funds, while others may not want to go down this path. Read more >

Industry Views on Customized TDFs, Managed Accounts

Customization has significant appeal, but for the vast majority of participants, retirement plan experts say off-the-shelf TDFs are still a fine way to go. Read more >

MOST READ ARTICLES

Franklin Templeton to Acquire Putnam for $925 Million

Congress Says It Will Fix at Least 4 Errors in SECURE 2.0

SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform

Smart Acquires Managed Account Provider ProManage

Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say

Adviser Op-Ed: The Next Generation 401(k) Plan

Brad and Grant Arends at intellicents explain why they are committed to using managed accounts as a means of delivering customized portfolios at scale. Read more >

High Time for a Tax Talk

What can advisers safely say? Read more >

Tuesday, the Dow lost 104.41 points (0.31%) to finish at 33,066.96, the Nasdaq decreased 14.25 points (0.11%) to 13,045.39, and the S&P 500 closed 12.54 points (0.32%) lower at 3,958.55. The Russell 2000 climbed 37.11 points (1.72%) to 2,195.80, and the Wilshire 5000 was down 20.89 points (0.05%) at 41,500.55. The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.727%. The price of the 30-year Treasury bond increased 28/32, bringing its yield down to 2.384%.

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