Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 2nd, 2020

LeafHouse’s Charity Ride for CASA/GAL

At LeafHouse Financial, though giving back has long been an important part of the firm’s identity, the latest charitable effort has been more recent, as it started as a direct response to the coronavirus pandemic—initially taking the form of a friendly fitness challenge involving the Peloton indoor cycling platform. Read more >
DOL Gives Private-Equity Guidance
I’m a fiduciary adviser to Employee Retirement Income Security Act plans. I heard that the Department of Labor just provided guidance on private equity investments in 401(k) plans. What did it say? Read more >
Employers Offer Broad Range of Jobs to Older Workers—But With Lower Pay
The majority of job listings being offered to older workers fell into three categories: office jobs, health care support positions and sales jobs. Office jobs paid an average of $35,800, while health care support positions came in at $22,900 and sales positions at $52,400.  Read more >
2020 PLANADVISER Recordkeeper Services Survey
Small businesses increasingly recognize the importance of offering retirement benefits to their workers. These can be a powerful tool for employee acquisition and retention, provide a valuable employer tax benefit, and lead to better financial health—and lower stress—for workers. Read more >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
Lawsuit Against Northern Trust Over TDFs Will Proceed
Sponsored message from Natixis
Resiliency on the road to retirement
How has the first ESG-driven TDF Series navigated the COVID-19 crisis? Views on the design, purpose, and performance of Natixis Sustainable Future Funds at its three-year mark are shared by Portfolio Manager Chris Sharpe.  
Watch video for insight. Read more >
Investment Advice Revisited
On June 29, the Department of Labor issued a notice of proposed class exemption titled “Improving Investment Advice for Workers and Retirees.” At that point, the ink was still drying on advisers’ Form CRSs and Regulation Best Interest disclosures. Now, the department has introduced a new exemption for advisers who act as fiduciaries to ERISA-covered plans, IRAs and other tax preferred accounts. Read more >
15th Anniversary of RPAY: Stace Hilbrant
The 2012 winner of the PLANSPONSOR Retirement Plan Adviser of the Year award says more change has happened in the past eight years than occurred immediately after the passage of the landmark ERISA legislation. Read more >
Investing Against COVID-19
The varying routes three fund managers take to fight the pandemic for investors. Read more >
Market Mirror
Tuesday, the Dow gained 215.61 points (0.76%) to finish at 28,645.66, the NASDAQ closed 164.21 points (1.39%) higher at 11,939.67, and the S&P 500 increased 26.34 points (0.75%) to 3,526.65. The Russell 2000 was up 16.71 points (1.07%) at 1,578.58, and the Wilshire 5000 climbed 326.23 points (0.91%) to 36,133.88. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 0.673%. The price of the 30-year Treasury bond increased 1 3/32, bringing its yield down to 1.420%.
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