Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 26th, 2020

Live Online Event: Lessons Learned Managing Remote Advisory Practices

Like many sectors of the U.S. economy, the first major effect of the COVID-19 pandemic seen in the advisory industry was a wave of cancellations of in-person meetings and events. Now, that time seems long gone as advisers, along with many of their clients, have shifted to a remote working environment. Read more >
The Future of Emergency Savings Post-COVID
It took a catastrophic global event to demonstrate how ill-prepared many Americans are for even a brief interruption of income—including many people high up on the income scale. Read more >
Retirement Industry People Moves
Strategic Investment Group names client development managing director; PGIM Investments hires VP of Retirement Investment Solutions; SS&C Technologies Holdings acquires Innovest Systems; and more. Read more >
The Risks of DC Investing
Some risks are ‘participant experienced’ and some ‘participant controlled.’ Read more >
Invested in Technology
Past Retirement Plan Advisers of the Year discuss their ‘tech support.’ Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Many Near-Retirees Don't Understand Social Security Benefits
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
The Most Common Retirement Plan Testing Mistakes
Let Me Introduce Myself
Advisers talk about how they seek client referrals. Read more >
‘Gray Divorce’ on the Rise
The trend points to increased financial risk in retirement. Read more >
Market Mirror
Friday, the Dow was down 8.96 points (0.04%) at 24,465.16, the NASDAQ closed 39.71 points (0.43%) higher at 9,324.59, and the S&P 500 was up 6.94 points (0.24%) at 2,955.45. The Russell 2000 gained 7.97 points (0.59%) to finish at 1,355.53, and the Wilshire 5000 increased 90.42 points (0.30%) to 30,016.30.The price of the 10-year Treasury note was up 1/32, decreasing its yield to 0.661%. The price of the 30-year Treasury bond increased 3/32, bringing its yield down to 1.374%. For the week ending May 22, the Dow increased 3.29%, the NASDAQ finished 3.44% higher, and the S&P 500 was up 3.20%. The Russell 2000 climbed 7.84%, and the Wilshire 5000 gained 3.74%.
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