Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 27th, 2020

Keeping Clients Safe

The three advisers interviewed for this article—Ellen Lander of Renaissance Benefit Advisors Group, LLC, Michael Francis of Francis Investment Counsel LLC and Doug Prince of ProCourse Fiduciary Advisors—all handle fiduciary fundamentals and much more. Read more >
What the SEC Thinks of Reg BI Compliance So Far
Staff members of the Securities and Exchange Commission share some words of wisdom for advisers and broker/dealers newly subject to the Regulation Best Interest framework. Read more >
IRS Announces Contribution and Benefit Limits for 2021
The IRS has announced contribution and benefit limits for 2021. The limit on contributions by employees who participate in 401(k)s, 403(b)s, most 457 plans and the federal government’s Thrift Savings Plan remains unchanged at $19,500. Read more >
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 >
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
The New Vesting Schedule Debate
Lawsuit Accuses Fiduciaries of Chasing Low Fees Without Regard to Performance
What Mutual Fund Fee Disparities Mean for Retirement Savings
Why Are Financial Services Firms Looking to Wealth Management Leaders?
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Reduce Fiduciary Risk and Lower Plan Fees With IRA Solutions From FPS
FPS offers the superior solution for missing participant and uncashed check issues. Our comprehensive program offers more missing participant searches, a better value for your participants and peace of mind for your plan sponsor clients. Read more >
Fear of Retirement Spending Worsened by Pandemic
Retired households with less than $200,000 accumulated in a DC plan at retirement tend to spend down only about a quarter of their assets during the first two decades of retirement. Read more >
Endowments and Foundations Also Carry Unrealistic Return Expectations
New data from CAPTRUST shows there is a continued misalignment between foundations’ and endowments’ expected returns, risk preferences and asset allocations. Read more >
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An ERISA Attorney’s Views on Target-Date Fund Selection
Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way. 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 650.19 points (2.29%) to 27,685.38, the NASDAQ decreased 189.35 points (1.64%) to 11,358.94, and the S&P 500 closed 64.42 points (1.86%) lower at 3,400.97. The Russell 2000 was down 25.05 points (1.54%) at 1,605.21, and the Wilshire 5000 lost 668.68 points (1.87%) to finish at 35,124.69. The price of the 10-year Treasury note increased 26/32, bringing its yield down to 0.803%. The price of the 30-year Treasury bond climbed 1 1/32, decreasing its yield to 1.595%.
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