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 >
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
Retirement Industry People Moves
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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