Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 29th, 2020

Advisers Giving Back: Attila Toth and Portfolio Evaluations

Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and it makes sure to involve its staff members’ spouses and families to make its giving even more meaningful. Read more >
With E-Delivery Accomplished, a Push for More Retirement Reform
With the electronic disclosure delivery regulation in the bag, retirement industry lobbyists have turned their attention back to the ambitious Portman-Cardin bill, a version of which could soon be introduced in the House. Read more >
Land O’ Lakes Lawsuit Questions Recordkeeper, Advice Provider Fee Arrangement
In other ways, the excessive fee lawsuit is identical to others filed by law firm Capozzi Adler. Read more >
In Times of Stress, Timely Communications Make a Big Difference
New data shows the education and guidance firms are providing is helping individuals to stay the course. Read more >
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Live Event: Regulation Best Interest Is Here … Now What?
Simply put, Reg BI changes the fundamental customer loyalty and disclosure obligations placed on advisers and broker/dealers and, as such, coming into compliance with Reg BI is of the utmost importance for firms. Read more >
Arizona Is Latest State to Approach New Annuity Regulations
The state is following in the footsteps of Iowa, which earlier this month adopted a regulation to require annuity agents to act in the best interest of their customers. Read more >
Market Mirror
Thursday, the Dow lost 147.63 points (0.58%) to finish at 25,400.64, the NASDAQ closed 43.37 points (0.46%) lower at 9,368.99, and the S&P 500 was down 6.40 points (0.21%) at 3,029.73. The Russell 2000 fell 35.69 points (2.48%) to 1,400.67, and the Wilshire 5000 decreased 123.13 points (0.40%) to 30,764.14.   The price of the 10-year Treasury note was down 2/32, increasing its yield to 0.707%. The price of the 30-year Treasury bond decreased 28/32, bringing its yield up to 1.466%.
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