Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 5th, 2020

Advisers Giving Back: James Betzig at TrinityPoint Wealth

Milford is a coastal city in New Haven County, Connecticut, between Bridgeport and New Haven. James Betzig says the community has treated him well personally and professionally, so giving back his time and financial resources has been an easy decision. Read more >
2020 PLANADVISER Retirement Plan Adviser Survey
Our annual Retirement Plan Adviser Survey uncovers treasures during a turbulent time. Read more >
Another Self-Dealing ERISA Fiduciary Breach Lawsuit Filed
The lead plaintiff in the suit says her employer, a large financial services company, has inappropriately prioritized its own investments within a profit sharing retirement plan offered to employees. 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 >
Human Interest Offers 3% Cash Back for New Retirement Savers
Franklin Templeton to Acquire Putnam for $925 Million
Retirement Industry People Moves
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Pilot Sues American Airlines Due to ESG 401(k) Investing Strategy
Whether—and How—to Vote Proxies
DOL proposal could complicate this plan-fiduciary job. Read more >
2020 PLANADVISER Recordkeeper Services Survey
Small businesses increasingly recognize the importance of offering retirement benefits to their workers. These can be a powerful tool for employee acquisition and retention, provide a valuable employer tax benefit, and lead to better financial health—and lower stress—for workers. Read more >
Women’s Retirement Confidence Has Ebbed Since Start of Pandemic
A mere 17% of women say they are very confident they will be able to retire comfortably, according to the Transamerica Center for Retirement Studies. Read more >
Market Mirror
Wednesday, the Dow added 367.63 points (1.34%) to finish at 27,847.66, the NASDAQ gained 430.21 points (3.85%) to close at 11,590.78, and the S&P 500 closed 74.28 points (2.20%) higher at 3,443.44. The Russell 2000 increased 53.51 points (3.43%) to 1,615.08, and the Wilshire 5000 climbed 755.21 points (2.17%) to 35,543.97. The price of the 10-year Treasury note increased 1 2/32, bringing its yield down to 0.769%. The price of the 30-year Treasury note climbed 3 1/32, decreasing its yield to 1.549%.
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