Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 1st, 2020

Advisers Giving Back: Stephanie Hunt

Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating her time to the Food 2 Kids program. Read more >
AT&T Defeats ERISA Suit Over Early Retirement Benefits
A U.S. District Court judge in Northern California has dismissed a lawsuit accusing AT&T of miscalculating pension benefits for early retirees. Read more >
Most Advisers Will Favor Adopting In-Plan Guarantees
Recent market turbulence and changing regulations have put a new lens on retirement needs. The pandemic is driving greater volatility, confidence in Social Security is eroding, access to defined benefit plans is on the decline, and systemic shifts continue placing greater responsibility—and greater pressure—on individuals to fund their own retirement. Read more >
Investing Against COVID-19
The disappointment started in earnest when Italy was shuttered, and then was aggravated by the U.S. ban on inbound travel from Europe. Now, roughly five months later, the COVID-19 pandemic and its push and pull on the financial markets rank No. 1—or nearly so—on the agenda of every adviser, plan sponsor and participant. Read more >
MOST READ ARTICLES
1
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
2
Retirement Industry Cheers New ‘Securing a Strong Retirement Act’
3
Gen X Facing the Stark Reality of Retirement
4
IRS Announces Contribution and Benefit Limits for 2021
5
A New World and New Opportunities for Alpha
Three Who Lead the Way
As is often the case when it comes to advisers determining how to work with participants, the three advisers interviewed for this article, Daniel Bryant of Sheridan Road, Rita Fiumara of UBS and Rick Wedge of Pensionmark, show there is no one-size-fits-all method, as they each approach their work from a different angle.  Read more >
TIAA Says New Mobile Enrollment Experience Is a Sign of the Times
Consumers spent a collective 1.6 trillion hours on mobile devices during the first half of 2020, with a 220% increase in time spent in business apps. Read more >
Market Mirror
Wednesday, the Dow gained 329.04 points (1.20%) to reach 27,781.70, the NASDAQ increased 82.26 points (0.74%) to 11,176.51, and the S&P 500 closed 27.53 points (0.83%) higher at 3,363.00. The Russell 2000 gained 32.78 points (2.22%) to finish at 1,507.69, and the Wilshire 5000 increased 255.38 points (0.75%) to finish at 34,480.32. The price of the 10-year Treasury note was down 3/32, increasing its yield to 0.685%. The price of the 30-year Treasury bond fell 1 23/32, bringing its yield up to 1.462%.
rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2020 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850