Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 22nd, 2020

Part Art, Part Science: Managed Account Due Diligence

A managed account program’s fees can be cut in half if it’s selected as a retirement plan’s default investment, although cost is just one of many important due diligence factors.  Read more >
15th Anniversary of RPAY: SageView Advisory Group
Since 2014, the consolidation that has taken place among recordkeepers and advisers has played to SageView’s strengths as an aggregator, says CEO Randy Long. Read more >
Whether—and How—to Vote Proxies
The DOL has held the position that the fiduciary act of managing ERISA-covered plan assets includes the management of voting rights, and shareholder rights, appurtenant to shares of stock. A fiduciary must exercise such duties prudently and solely for the “economic benefit” of participants and beneficiaries.  Read more >
FOMC Action Cements New Normal for Rates, Inflation Outlook
The economy is always evolving, says Federal Reserve Chair Jerome Powell, and so the nation’s monetary and fiscal strategies for achieving its goals must evolve as well. Read more >
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Experts Predict Major Growth in Retirement Coverage, Benefits
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Why 529 Education Savings Plans Are More Valuable Than Ever
Sponsored message from Hartford Funds
Retirement Brings Risks
Learn how Hartford AARP Balanced Retirement Fund can help in planning for the years ahead. Read more >
2020 PLANADVISER Retirement Plan Adviser Survey
When selecting investment managers, advisers’ top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind. Read more >
Pooled Employer Plans and 3(38) Fiduciary Advisers
One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 says he is already in conversation with advisers about combining 3(38) fiduciary oversight with PEP recordkeeping and administration. Read more >
Inflation Protection for DC Investors
TIPS? REITs? Infrastructure stocks? What inflation-sensitive assets will help this time? Read more >
Market Mirror
Wednesday, the Dow lost 97.97 points (0.35%) to finish at 28,210.82, the NASDAQ decreased 31.80 points (0.28%) to 11,484.69, and the S&P 500 was down 7.56 points (0.22%) at 3,435.56. The Russell 2000 lost 13.93 points (0.86%) to finish at 1,603.78, and the Wilshire 5000 closed 115.27 points (0.32%) lower at 35,423.79. The price of the 10-year Treasury note was down 3/32, increasing its yield to 0.821%. The price of the 30-year Treasury bond decreased 7/32, bringing its yield up to 1.627%.
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