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

Gerting Retirement 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 >
Advisers Should Take a Fresh Look at Investment Strategies, Business Models
Meeting the needs of Baby Boomers and Millennials and addressing investors’ desire for low costs are key to growing business. Read more >
Legislative and Judicial Actions
IRS updates its operational compliance list, DOL releases new proposed fiduciary rule, and more. Read more >
Unprecedented times call for leading-edge business intelligence. PLANADVISER Thought leadership will keep you informed.
Learn more >> Read more >
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
The Future of Work in the Investment Industry
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from New York Life Investments
Are you setting-and-forgetting your retirement plans?
Adding high-yield bonds has the potential to improve a balanced portfolio. And have historically generated better returns over time. Read our Market Trends and Analysis white paper to learn more.  Read more >
Investment Product and Service Launches
Pentegra and IQCIO announce new ETF model portfolios; Invesco QQQ suite reveals additional offerings; Vanguard adds Sprucegrove to oversee value fund; and more. Read more >
Retirement Industry People Moves
Ameritas announces new officer elections; TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and more. Read more >
Market Mirror
Friday, the Dow closed 112.11 points (0.39%) higher at 28,606.31, the NASDAQ closed 42.32 points (0.36%) lower at 11,671.56, and the S&P 500 was virtually unchanged at 3,484.81. The Russell 2000 decreased 5.07 points (0.31%) to 1,633.81, and the Wilshire 5000 was down 33.23 points (0.09%) at 35,960.35.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.747%. The price of the 30-year Treasury bond decreased 3/32, bringing its yield up to 1.532%.   For the week ending October 16, The Dow was down 0.07%, the NASDAQ gained 0.79%, and the S&P 500 increased 0.22%. The Russell 2000 decreased 0.23%, and the Wilshire 5000 finished 0.22% higher.
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2022 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850