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 >
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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