Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 26th, 2020

The Pandemic and Equity Compensation

COVID-19 has completely upended Americans’ financial lives, so it should be no surprise that many people have resorted to exercising stock options and other forms of equity compensation to address pressing needs. Read more >
Gen X Facing the Stark Reality of Retirement
More than any other generation, its members are receptive to in-plan guarantees. Read more >
The Role of Guaranteed Minimum Benefit Riders in In-Plan Annuities
With some riders, participants can enjoy the upside of the market with downside protection. Read more >
UBS Adds Student Loan Debt Repayment Program to Workforce Suite
The investment firm has also added personalized financial wellness digital capabilities. Read more >
Retirement Industry People Moves
OneAmerica adds regional sales director for Michigan clients; Dimensional Fund Advisors names capital markets head; Findley to join USI; and more. Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Biden’s First Veto Keeps DOL’s ESG Rule in Place
2023 Retirement Plan Adviser of the Year Finalists
Experts Predict Major Growth in Retirement Coverage, Benefits
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from PLANADVISER
2020 Top 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement. Read more >
A Return to Rollover Advice
The DOL revisits the potential for adviser/client ongoing relationships. Read more >
Whether—and How—to Vote Proxies
DOL proposal could complicate this plan-fiduciary job. Read more >
Market Mirror
Friday, the Dow was down 28.09 points (0.10%) at 28,335.57, the NASDAQ closed 42.28 points (0.37%) higher at 11,548.28, and the S&P 500 decreased 11.90 points (0.34%) to 3,465.39. The Russell 2000 was up 10.25 points (0.63%) at 1,640.50, and the Wilshire 5000 gained 132.83 points (0.37%) to finish at 35,793.40.   The price of the 10-year Treasury note increased 25/32, bringing its yield down to 0.836%. The price of the 30-year Treasury bond climbed 32/32, decreasing its yield to 1.641%. For the week ending October 23, the Dow lost 0.95%, the NASDAQ fell 1.06%, and the S&P 500 finished 0.56% lower. The Russell 2000 was up 0.41%, and the Wilshire 5000 decreased 0.46%.
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