Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 12th, 2020

Advisers Giving Back: Ken Catanella and Challenger Baseball

From the moment Ken Catanella, managing director at the Catanella Institutional Consulting Team of UBS, came across a Little League Challenger Division game, he knew it was something he wanted to get involved in. Read more >
Baystate Fiduciary Advisors Latest to Join HUB International
The pandemic-triggered recession has not slowed down merger and acquisition activity in this space, as yet another PLANADVISER Top 100 firm has been acquired by HUB International. Read more >
Participants Sue Amway Over Excessive Fees
Former participants in the Amway Retirement Savings Plan have filed a lawsuit accusing fiduciaries of breaching their duties under the Employee Retirement Income Security Act by failing to monitor appropriate investment costs. Read more >
The 5-Year ‘Test’
Many retirees simply don’t have the assets to keep up their spending. Read more >
Experts Predict Major Growth in Retirement Coverage, Benefits
Why 529 Education Savings Plans Are More Valuable Than Ever
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Biden’s First Veto Keeps DOL’s ESG Rule in Place
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from MassMutual Investments
Ascending Through the Fire With an Evolving Fiduciary Governance Approach
Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors. Read more >
Getting Income Projections Right
Retirement industry practitioners support the provision of mandatory lifetime income disclosures to plan participants, but they also emphasize the importance of broader income conversations and education. Read more >
Are Advisers Conflicted When Serving MEPs and PEPs?
This hour-long, editorial-driven webinar will dive into the expansion of the PEP marketplace and discuss practical matters for advisers who consider incorporating such plans into their practice and client offerings. Join us! Read more >
Market Mirror
Wednesday, the Dow was down 23.29 points (0.08%) at 29,397.63, the NASDAQ climbed 232.58 points (2.01%) to 11,786.43, and the S&P 500 closed 27.13 points (0.77%) higher at 3,572.66. The Russell 2000 was virtually unchanged at 1,736.94, and the Wilshire 5000 gained 311.57 points (0.85%) to finish at 36,866.12. The bond market was closed for Veterans Day.
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