Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 20th, 2020

2020 PLANADVISER Retirement Plan Adviser Survey

Retirement plan advisers, perhaps more than any other experts in our industry, have a good sense of the relative strength of the products and services offered by investment and recordkeeping providers. Read more >
Stock Purchase Plan Expertise Helps Advisers Shine
The vast majority of employees that participate in both 401(k) and employee stock purchase plans say it is important to take advantage of financial guidance made available by their employer. Read more >
The Importance of Virtual Training During COVID-19
Flexible schedules are expected to continue post-pandemic, resulting in better access to coaching for more retirement plan participants. Read more >
Robo-Adviser vs. Human Adviser
We know that most retirement plan participants need help investing. To get that help, they may turn to any of three options: their plan’s adviser, an automated service through a provider or a private adviser. Read more >
MOST READ ARTICLES
1
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
2
New Life Expectancy Tables Will Decrease RMDs
3
What Biden’s Win Means for Retirement Plans
4
A Strong Appetite for ‘SECURE Act 2.0’ in Congress
5
A New World and New Opportunities for Alpha
Sponsored message from Natixis
How target date funds may help plan participants save more
The next generation of funds may offer new motivations for investors.  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 >
AllianzGI Structured Alpha Funds the Target of Another Lawsuit
The Employees’ Retirement System of the City of Milwaukee says the investment managers’ failure to follow the promised investment strategy of the funds resulted in massive losses. Read more >
15th Anniversary of RPAY: Joe Connell
Though he now works under a different firm than when he won recognition as a PLANSPONSOR Retirement Plan Adviser of the Year in 2014, Joe Connell says his core approach to the business remains the same. Read more >
Market Mirror
Yesterday, the Dow fell 410.89 points (1.44%) to 28195.42, the NASDAQ lost 192.67 points (1.65%) to finish at 11,478.88, and the S&P 500 closed 56.89 points (1.63%) lower at 3,426.92. The Russell 2000 decreased 201.8 points (1.24%) to 1,613.63, and the Wilshire 5000 plunged 546.99 points (1.52%) to 35,413.36. The price of the 10-year Treasury note was down 2/32, increasing its yield to 0.769%. The price of the 30-year Treasury bond decreased 28/32, bringing its yield up to 1.556%.
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