Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 17th, 2020

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 >
Another 403(b) Excessive Fee Suit May Settle
The parties in a 403(b) plan excessive fee lawsuit against Cornell University have requested that the trial be vacated, as they have reached a settlement in principle on the remaining claim in the case. Read more >
PANC 2020: Advisers Giving Back—Ideas for Getting Started
“Find organizations that mean something to your employees,” one panelist recommended. “That keeps them engaged and excited about the work. It is far more meaningful if it is something your team has a buy in on.” Read more >
PANC 2020: Making Decisions About Employer Matches, Safe Harbor Designs and Cash Flow
Since March, all businesses have felt at least some effects of the pandemic in their overall operations. According to an Ardent Partners study, for 33% of companies, that impact was massive; for 25%, it was high; 42% said they felt only some impact. 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
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from PLANADVISER
2020 Top 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement. Read more >
PANC 2020: Inside the Mind of the Small Business Owner
There are a few surprisingly common things advisers do that really alienate this key market segment.  Read more >
PANC 2020: Washington Update
The retirement plan industry has been hit with so much from legislators, regulators and the courts over the past year. A trio of attorneys speaking at the 2020 PLANADVISER National Conference cut straight to what that means for advisers’ businesses. Read more >
Prospecting in Turbulent Times
Surprisingly, sources say it may be a good time to win new clients. Read more >
Market Mirror
Wednesday, the Dow was up 36.78 points (0.13%) at 28,032.38, the NASDAQ fell 139.86 points (1.25%) to 11,050.47, and the S&P 500 closed 15.71 points (0.46%) lower at 3,385.49. The Russell 2000 gained 14.17 points (0.92%) to finish at 1,552.33, and the Wilshire 5000 decreased 123.27 points (0.35%) to 34,683.13. The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.697%. The price of the 30-year Treasury bond decreased 28/32, bringing its yield up to 1.460%.
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