Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 6th, 2020

Investing Against COVID-19

With the wind at their backs from the start of the year, some managers arrived at the COVID-19 outbreak with bullish views on the equity markets. “Coming into the crisis, we were 3% or 4% above the midpoint of our TDF glide path allocation,” recalls Dan Oldroyd, portfolio manager and head of target-date strategies at J.P. Morgan Asset Management in New York City.  Read more >
Abbott Escapes Retirement Plan Cybersecurity Suit
A federal judge found Abbott defendants were not fiduciaries with regard to the alleged acts, but claims against Abbott’s retirement plan recordkeeper were allowed to stand. Read more >
Latest ERISA Class Action Suit Echoes Many Others
The proposed class action lawsuit against TriNet HR follows the same template as numerous others filed by the law firm Capozzi Adler. Read more >
Advisers Giving Back: Stephanie Hunt
Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating her time to the Food 2 Kids program. Read more >