Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 29th, 2020

Cures for Virtual Meeting Fatigue

It is important to make sure you log in to a meeting from the most professional-looking setting possible. To keep the attention of meeting attendees, remove anything that could potentially distract them, says Stace Hilbrant, managing director of 401k Advisors in Chicago. Read more >
Trump and Biden Differ on Social Security, 401(k) and Tax Policies
What both candidates have proposed as it relates to the retirement industry.  Read more >
Health Savings Account Basics
One notable feature is that account holders can deduct from their own income the amount of HSA contributions made to their account by other people—but not the employer. Read more >
Americans Are Worried About Inflation in Retirement, But Few Are Taking Action to Prepare
Kelly LaVigne, vice president of consumer insights at Allianz Life, tells PLANADVISER that inflation should be a concern for every retiree. Even if it averages 3% over the course of retirement, within 24 years, a retiree’s cost of living is going to double. Read more >
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A New World and New Opportunities for Alpha
Sponsored message from Wells Fargo Asset Management
COVID-19 changed everything. Including how we look at Social Security.
According to our annual retirement survey, retirees are counting on Social Security even more during the pandemic. But many workers fear it will run out before their time. Let’s reclaim their retirement.   Read more >
A Financial Services Diversity Action Plan
Both responding to and reflecting the times, leaders at major financial services organizations are growing increasingly vocal about the importance of cognitive and cultural diversity on a team’s long-term performance. Read more >
Giving Back: Lessons in Mentorship from Soraya Morris
Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and says mentorship is a huge part of her past and future in this industry. Read more >
Sponsored message from American Century Investments
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 >
ForceManager, ERISApedia.com Launch Tool That Combines Plan Data With CRM
It integrates Form 5500 data with a customer relationship management system. Read more >
Market Mirror
Wednesday, the Dow dropped 943.24 points (3.43%) to 26,519.95, the NASDAQ fell 426.48 points (3.73%) to 11,004.87, and the S&P 500 lost 119.65 points (3.53%) to finish at 3,271.03. The Russell 2000 closed 47.43 points (2.98%) lower at 1,543.28, and the Wilshire 5000 plunged 1,195.85 points (3.41%) to 33,837.21. The price of the 10-year Treasury note was down 1/32, with its yield up to 0.780%. The price of the 30-year Treasury bond was down 2/32, increasing its yield to 1.562%.
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