Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 6th, 2020

The Pull of Managed Accounts: Protection in Downturns

It’s not usually the best quarters in the equity markets that demonstrate the potential value of managed accounts relative to target-date funds. Retirement plan advisers and investment managers agree that in periods of marked volatility, managed accounts serve investors better than target-date funds and target-risk funds.  Read more >
Planning for Clients’ Health Care Expenses in Event of a Layoff
Mark Waterstraat, president of consumer solutions at Alegeus, offers simple steps to coach clients through managing their health care finances after a layoff. For example, did you know that individuals can use HSA funds to pay COBRA premiums tax-free? Read more >
Excessive Fees, Conflicts of Interest Alleged in New ERISA Lawsuit
The lawsuit almost completely mirrors allegations in complaints recently filed by the same law firm. Read more >
Court Drops ERISA Lawsuit Targeting Johnson & Johnson
A district court judge dismissed the case on the basis that plaintiffs had not sufficiently alleged an alternative course of action that their plan fiduciaries could have taken. Read more >
Coronavirus Updates for Plan Advisers
Focused editorial analysis of market movements, business challenges and legislative and regulatory actions. 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
Lincoln Financial Group Expands Wellness Initiative
Its ‘From Crisis to Confidence’ features began as a video series when numerous stay-at-home orders were being issued.   Read more >
Interest Rate Risk Comes to the Fore
It has never been more expensive to fund a stream of guaranteed retirement income, nor have individuals been so in need of guarantees generated outside of large collective pensions. Read more >
DIETRICH’s ANNUA and KTRADE Partner to Offer DC Plan Lifetime Income Solution
ANNUA Direct Quote is a tool for retirement plan sponsors, participants and advisers to obtain current market pricing for guaranteed lifetime income at retirement. Read more >
Market Mirror
Tuesday, the Dow was up 133.33 points (0.56%) at 23,883.09, the NASDAQ climbed 98.41 points (1.13%) to 8,809.12, and the S&P 500 closed 25.70 points (0.90%) higher at 2,868.44. The Russell 2000 increased 9.54 points (0.75%) to 1,273.51, and the Wilshire 5000 gained 266.22 points (0,93%) to finish at 28,909.85. The price of the 10-year Treasury note decreased 24/32, bringing its yield up to 0.659%. The price of the 30-year Treasury bond fell 1 5/32, increasing its yield to 1.335%.
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