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 >
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
Complying With the Custody Rule and the New Custody Proposal
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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