Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 15th, 2020

PANC 2020: Succession Planning, Mentorship and Practice Diversity

Because of its fundamental importance to American lives and livelihoods, panelists agreed, the workplace is the right place to nurture diversity and inclusion; they also agreed the adviser industry has a whole lot of work to do. Read more >
PANC 2020: Building a Team—and a Culture—in a Virtual Environment
At the “Building a Team—and a Culture—in a Virtual Environment” session held on the first day of the 2020 PLANADVISER National Conference, which, itself, was held virtually for the first time, speakers gave tips on how to create a sense of teamwork during the COVID-19 lockdowns and how to run an engaging videoconference. Read more >
More Sutter Health 403(b) Plan Participants Challenge Plan Investments
As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite. Read more >
PSOY: Nonprofit DC <$500MM
We are pleased to announce the Plan Sponsor of the Year award winner in the Nonprofit DC <$500MM category—Cobleskill Regional Hospital. View the expanded profile here. Read more >
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
DOL Announces Anticipated ESG Fiduciary Investing Rule
Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
Calmer Summer Yields to Volatile Fall for U.S. Investors
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PSOY: Nonprofit DC >$500MM
We are pleased to announce the Plan Sponsor of the Year award winner in the Nonprofit DC >$500MM category—Yale University. Read the expanded profile here. Read more >
Investment Advice Revisited by DOL
While the proposed exemption is significant, arguably the most important developments appear in its preamble. There, the DOL changes its view on how to determine when an adviser provides investment advice, particularly when recommending a participant take a distribution and roll the money into an IRA. 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 >
Market Mirror
Monday, the Dow was up 327.69 points (1.18%) to reach 27,993.33, the NASDAQ gained 203.11 points (1.87%) for a 11,056.65 close, and the S&P 500 rose by 42.57 points (1.27%) to end at 3,383.54. The Russell 2000 was up by 39.70 points (2.65%) to end at 1,536.97, and the Wilshire 5000 rose by 536.65 points (1.58%) to end at 34,609.36. The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.677%, and the price of the 30-year Treasury bond was down 22/32, increasing its yield to 1.417%.
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