Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 12th, 2020

Helping Clients With Part-Time Employee Inclusion in Retirement Plans

Counting hours, implementing cashouts and finding missing participants are some of the processes plan sponsors need to review for the SECURE Act’s new requirement. Read more >
Retirement Savings Optimization
HSAs can be a game-changer for retirees—advisers need to tell their clients. Read more >
The Secret to Getting a Gig
Mentorship is key to the adviser industry’s future. Read more >
Retirement Industry People Moves
The Standard selects employee benefits lead and Rebalance names retirement services VP. Read more >
The New Vesting Schedule Debate
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
Why Are Financial Services Firms Looking to Wealth Management Leaders?
What Mutual Fund Fee Disparities Mean for Retirement Savings
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from BNY Mellon
Your are a retirement architect
BNY Mellon Custom Target Date Builder is a modeling tool for retirement architects like you. Model target-date portfolios that are customized for your plan sponsor clients. Evaluate hundreds of investment managers thanks to an open architecture framework. Learn more.  Read more >
Advisor Group Adds Digital Marketing Tools to Platform
The new capabilities include artificial intelligence and personalized video content. Read more >
UK Firm to Launch PEP Recordkeeping Solution in the U.S.
Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans. Read more >
Market Mirror
Friday, the Dow was up 161.39 points (0.57%) at 28,586.90, the NASDAQ gained 158.96 points (1.39%) to finish at 11,579.94, and the S&P 500 closed 30.30 points (0.88%) higher at 3,477.13. The Russell 2000 climbed 60.25 points (3.82%) to 1,637.55, and the Wilshire 5000 increased 305.91 points (0.86%) to 35,881.18.   The price of the 10-year Treasury note was up 1/32, decreasing its yield to 0.772%. The price of the 30-year Treasury bond increased 27/32, bringing its yield down to 1.571%.   For the week ending October 9, the Dow was up 3.27%, the NASDAQ gained 4.56%, and the S&P 500 increased 3.84%. The Russell 2000 climbed 6.38%, and the Wilshire 5000 finished 4.09% higher.
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