Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 18th, 2020
PANC 2020: Is It Time to Re-evaluate TDFs?
There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented year for the markets? Read more >
ERISA Excessive Fee, Self-Dealing Suit Targets MEP
Pentegra Retirement Services and other plan fiduciaries are accused of failing to make sure fees are reasonable and acting in Pentegra’s, not plan participants’, interest. Read more >
PANC 2020: What’s Next for In-Plan Retirement Income?
The SECURE Act will inevitably lead to more sponsors inquiring about in-plan income options, and advisers need to be ready. Read more >
Investment Product and Service Launches
J.P. Morgan designs core menu evaluation tool; FTSE Russell launches enhanced Green Revenue Data Model; Franklin Templeton presents goals optimization engine; and more. Read more >
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from OneAmerica
Choice and Simplicity
Interview with Sandy McCarthy Read more >
The Virtue in ESG Factors
These investing strategies reveal a rare source of rapid growth. Read more >
Prospecting in Turbulent Times
Surprisingly, it may be a good time to win new clients Read more >
Market Mirror
Thursday, the Dow was down 130.40 points (0.47%) at 27,901.98, the NASDAQ fell 140.19 points (1.27%) to 10,910.28, and the S&P 500 closed 28.48 points (0.84%) lower at 3,357.01. The Russell 2000 decreased 9.73 points (0.63%) to 1,542.60, and the Wilshire 5000 lost 306.91 points (0.88%) to finish at 34,375.55.   The price of the 10-year Treasury note was unchanged, with its yield down to 0.696%. The price of the 30-year Treasury bond increased 29/32, decreasing its yield to 1.435%.
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