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September 1st, 2020 |
 | Prospecting in Turbulent TimesWestminster Consulting LLC in Rochester, New York, amped up its outreach to potential new clients over the past few months, says Sean Patton, a partner in the firm. With the opportunity to meet new prospects at events temporarily on hold, Westminster’s advisory staff has gotten more involved with online events such as webcasts and typically does two to five of those weekly.
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| Guidance on Payroll Tax Deferral Tells When It Must Be Repaid | | In guidance about the payroll tax deferral, the IRS says unpaid amounts must be withheld and paid between January 1 and April 30, 2021.
Read more > | | | DOL Issues Proposed Rule on Benefit Plan Proxy Voting | |
Provisions of the proposal articulate general duties requiring fiduciaries to vote any proxy where the fiduciary prudently determines that the matter being voted upon would have an economic impact on the plan.
Read more > | | | 2020 PLANADVISER Recordkeeper Services Survey | | Recordkeepers’ consistent evolution has led them to offer a wide range of investments, technology and servicing options today.
Read more > | | | Alliance for Lifetime Income Creates Income Presentation | |
The offering is designed for financial professionals to deliver to clients and prospects.
Read more > | | | Market Mirror | | Yesterday, the Dow lost 223.82 points (0.78%) to finish at 28,430.05, the NASDAQ closed 79.82 points (0.68%) higher at 11,775.46, and the S&P 500 decreased 7.70 points (0.22%) to 3,500.31. The Russell 2000 fell 16.47 points (1.04%) to 1,561.88, and the Wilshire 5000 was down 33.82 points (0.09%) at 35,807.76.
The price of the 10-year Treasury note was up 1/32, bringing its yield down to 0.704%. The price of the 30-year Treasury bond increased 30/32, decreasing its yield to 1.468%.
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