Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 18th, 2020

A Careful Inspection

The need for employers to juggle many priorities, as is required in these challenging times, seems to be here to stay—at least for the foreseeable future. To add to that, a retirement plan’s committee still must fulfill its fiduciary responsibilities. Read more >
Exploring the Lost Opportunities of Small IRA Rollovers
More than one-fifth (22.1%) of IRAs have less than $5,000, and 20.7% of individuals have IRAs with less than $5,000. The bulk of the owners are between the ages of 25 and 44. Read more >
Experts Anticipate Upcoming Financial Education With a New Administration
President-elect Joe Biden’s win renews hope for financial wellness strategies in the future, and such changes could come with possible requirements for employers, employees and advisers. Read more >
Vaccine Hopes Buoy Markets and Retirement Investors
Investment leaders say they are thrilled by the preliminary data being published about various coronavirus vaccines, and they have increasingly high hopes for a faster economic recovery. Read more >
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
IRS Life Expectancy Tables Updated for Retirees
Huntington National Bank, PAi Partner on 401(k) Solution
Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits
The New Vesting Schedule Debate
Sponsored message from New York Life Investments
Balanced retirement portfolios, no matter the balance of power.
Perspectives on electing high-yield bonds and other non-core assets. Read more >
Keeping Clients Safe
Past Advisers of the Year discuss the evolution of their fiduciary services. Read more >
Commonwealth Launches Commonwealth Connect
The digital platform was built to help affiliated advisers foster connections. Read more >
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 >
Mesirow Partners With Newport Group to Offer PEP
The pooled employer plan that will launch in 2021 is for small and mid-sized employers. Read more >
Market Mirror
Tuesday, the Dow lost 167.09 points (0.56%) to finish at 29,783.35, the NASDAQ was down 24.79 points (0.21%) at 11,899.34, and the S&P 500 closed 17.38 points (0.48%) lower at 3,609.53. The Russell 2000 climbed 47.87 points (2.74%) to 1,791.91, and the Wilshire 5000 decreased 84.52 points (0.23%) to 37,372.38. The price of the 10-year Treasury note increased 25/32, bringing its yield down to 0.871%. The price of the 30-year Treasury bond climbed 32/32, decreasing its yield to 1.622%.
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