Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 16th, 2020

Optimism About Practice Growth as Pandemic Drags On

There is still a robust amount of activity when it comes to advisers winning existing plans, but there has been a drop-off of new plan sales, sources say. Read more >
Nearly One-Quarter of Health Care Workers Have Decreased Their Retirement Savings
It should then come as no surprise that 38% are less confident they will have enough money to live comfortably in retirement, TIAA found. Read more >
Robo-Adviser vs. Human Adviser
Which plan participants use which service? Read more >
New Take on the 401(k)
Biden’s controversial retirement savings tax credit proposal. Read more >
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
Op-Ed: Financial and 401(k) Trends to Consider
DOL, IRS and PBGC Call for Comments on Form 5500 Revisions
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
Protecting Elderly Clients From Financial Abuse
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 >
A Careful Inspection
Advisers can help clients assess whether they’re fulfilling their roles as fiduciaries. Read more >
Beneath the Waves
Our annual Retirement Plan Adviser survey uncovers treasures during a turbulent time. Read more >
Legislative and Judicial Actions
SEC approves shareholder proposal, fiduciaries of Mutual of Omaha plan settle, and more. Read more >
Sponsored message from PLANADVISER
Unprecedented times call for leading-edge business intelligence.
Learn more>> Read more >
Market Mirror
Friday, the Dow surged by 399.64 points (1.37%) to 29,479.81, the NASDAQ gained 119.70 points (1.02%) to end at 11,829.29, and the S&P 500 took on 48.14 additional points (1.36%) for a 3,585.15 close. The Russell 2000 was up by 35.57 points (2.08%) to reach 1,744.04, and the Wilshire 5000 was up by 485.69 points (1.33%) for a 36,994.93 finish. The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.895%, and the price of the 30-year Treasury bond was down 8/82, increasing its yield to 1.648%. WEEK’S WORTH: For the week ended November 13, the Dow was up by 4.08%, the S&P 500 gained 2.16%, and the NASDAQ ticked downward by 0.55%. The Russell 2000 surged by 6.07%, and the Wilshire 5000 was up by 2.04%.
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850