Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 15th, 2020

Three Who Lead the Way

Over the past decade and a half, we have recognized many exemplary individuals and advisory teams with our PLANSPONSOR Retirement Plan Adviser of the Year awards. In each issue this year, we have talked with several past winners to gather their opinions about various practice and industry topics. Read more >
Reliance Trust, Insperity Reach Deal on 401(k) Excessive Fee, Self-Dealing Suit
A settlement agreement has been reached in a lawsuit alleging that Reliance Trust Co., Insperity, Insperity Holdings and Insperity Retirement Services breached their fiduciary duties and committed prohibited transactions under the Employee Retirement Income Security Act relating to the management, operation and administration of the Insperity 401(k) plan. Read more >
Advisers Counter Effects of COVID-19 With Technology
Twenty-one percent of advisers and financial professionals say adding technology is the most important thing they can do to improve the profitability of their practice over the next 12 months. Read more >
Financial Wellness Is the First Step to Retirement Security
Financial wellness programs are here to stay, and they are a big part of the employee benefits landscape of the future, says Craig Copeland, a senior research associate at EBRI. 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 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 >
15th Anniversary of RPAY: Pensionmark
Given the firm’s forward-thinking attitude, not all that much has changed since Pensionmark was recognized as the 2013 PLANSPONSOR Multi-Office Adviser Team of the Year, apart from the size of the firm. Read more >
The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms. Read more >
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 >
Market Mirror
Wednesday, the Dow lost 165.81 points (0.58%) to finish at 28,514.00, the NASDAQ closed 95.17 points (0.80%) lower at 11,768.73, and the S&P 500 decreased 23.26 points (0.66%) to 3,488.67. The Russell 2000 was down 15.89 points (0.97%) at 1,621.65, and the Wilshire 5000 fell 244.13 points (0.67%) to 36,014.90. The price of the 10-year Treasury note increased 22/32, bringing its yield down to 0.728%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 1.504%.
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