Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 19th, 2020

Advisers Giving Back: The Moneta Charitable Foundation

The Moneta Charitable Foundation (MCF) is among the most sophisticated and well-established charitable efforts featured in the Advisers Giving Back profiles, which focuses on acts of giving throughout the retirement plan advisory industry. Read more >
Looking for Investment Standouts in the Current Environment
Asset managers share strategies retirement plan investors should consider to weather the low interest rate and volatile equity environment. Read more >
How Firms Can Take Actionable Steps to Advance Diversity in the World of Finance
The CFP Board says financial planning professionals need to attract more women and people of color to the industry. Read more >
Familiar Fiduciary Concerns Voiced as PEP Market Takes Shape
As with any type of innovation, it should be expected that the architecture, structure and governance of PEPs will likely change over time. 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
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2020 PLANADVISER Retirement Plan Adviser Survey
Many Facets of Value: When selecting investment managers, advisers’ top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind. Read more >
Interest Rates’ ‘New Normal’
By bringing longer-run goals and strategy into alignment with changes in the economy, the Fed aims to strengthen support for economic recovery. Read more >
Market Mirror
Wednesday, the Dow lost 344.93 points (1.16%) to finish at 29,438.42, the NASDAQ closed 97.74 points (0.82%) lower at 11,801.60, and the S&P 500 decreased 41.74 points (1.16%) to 3,567.79. The Russell 2000 was down 22.60 points (1.26%) at 1,769.32, and the Wilshire 5000 fell 367.49 points (0.98%) to 37,004.89. The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.871%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 1.600%.
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