Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 8th, 2021
The Importance of EBSA Disaster Relief Notice 2021-01
The prescheduled phase-out of the coronavirus disaster declaration had created a ‘compliance conundrum,’ which the DOL has now addressed by issuing additional guidance. Read more >
When Asked About Benefit Trade-Offs, Participants Show Preference for Guarantees
The 2020 PLANSPONSOR Participant Survey also shows that company matches really matter to retirement plan participants. Read more >
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers. Read more >
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 >
A Question of Liability
When the rash of litigation yields scant legal precedent, what can advisers take away? 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'
The Tax Distinction
Education on saving should include a tax talk, but what can advisers safely say? Read more >
The Pandemic Effect
Many have dipped into their retirement savings, and some have even stopped or reduced their contributions. Read more >
Market Mirror
Friday, the Dow surged by 572.16 points (1.85%) to 31,496.30, the NASDAQ rose by 196.88 points (1.55%) to 12,920.15, and the S&P 500 was up by 73.47 points (1.95%) to close at 3,841.94. The Russell 2000 soared by 45.11 points (2.11%) for a 2,192.21 close, and the Wilshire 5000 gained 722.42 points (1.81%) for a 40,564.86 close. The price of the 10-year Treasury note declined by 1/32, increasing its yield to 1.578%, and the price of the 30-year Treasury bond was up 2/32, lowering its yield to 2.311%.     WEEK’S WORTH: For the week ended March 5, the Dow was up 1.82%, the S&P 500 was up 0.81%, and the NASDAQ declined by 2.06%. The Russell 2000 was off by 0.40%, and the Wilshire 5000 inched upwards by 0.14%.
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