Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 21st, 2020
Intel Now Faces Consolidated Suit Over Alternatives in TDFs
Now that the U.S. Supreme Court has ruled on the meaning of ‘actual knowledge,’ Christopher Sulyma has joined a lawsuit filed against Intel last year. Read more >
Act Now for a Chance to Join the 2021 Top 100
For the past week, retirement plan advisers and teams have been working to complete our Retirement Plan Adviser (RPA) Survey. This questionnaire is part of the qualification process for our annual Top 100 designation. If you or your team has responded, THANK YOU – no action is required on your part. But if you have NOT yet had a chance to complete the survey, please set aside some time today to respond by clicking here. Additional information related to the Top 100, including an invitation to our Practice Management Survey, will only be sent to RPA Survey respondents. Please contact for additional information. Read more >
PANC 2020: Retirement Income and Participant Outcomes
Experts discussed solutions to retirement income challenges faced by plan sponsors and participants, sharing key strategies to help ease longevity concerns. Read more >
DB Plan Investment Provider and Investment Adviser Sued Over Market Losses
The Blue Cross and Blue Shield Association National Employee Benefits Committee says if the investment strategy of certain funds had been followed, they wouldn’t have lost as much this year. 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 T. Rowe Price
Bridging the Gap Between Accumulation and Decumulation
Some participants do not even know that staying in plan can be an option after retirement. Read more >
Women’s Retirement Confidence Has Ebbed Since Start of Pandemic
A mere 17% of women say they are very confident they will be able to retire comfortably, according to the Transamerica Center for Retirement Studies. Read more >
PANC 2020: Supporting Financial Wellness in the New Workplace
Financial wellness has taken on a new relevance in the midst of the COVID-19 pandemic. Experts share tips on how advisers can figure out how to offer access to best-in-breed programs to enrich overall benefits programs and participant outcomes. Read more >
PANC 2020: Adviser Industry M&A From an Academic Perspective
Larger, more established firms are acquiring wealth management and RIA firms. Read more >
Retirement Industry People Moves
QMA appoints new head of U.S. consultant relations; ABG expands to Midwest with Retirement Plan Consultants; The Wagner Law Group promotes ERISA attorneys; and more. Read more >
Market Mirror
Friday, the Dow decreased 244.56 points (0.88%) to 27,657.42, the NASDAQ lost 117.00 points (1.07%) to finish at 10,793.28, and the S&P 500 fell 37.54 points (1.12%) to 3,319.47. The Russell 2000 was down 5.82 points (0.38%) at 1,536.78, and the Wilshire 5000 closed 320.43 points (0.93%) lower at 34,055.13.   The price of the 10-year Treasury note was unchanged with its yield up to 0.695%. The price of the 30-year Treasury bond was down 3/32, increasing its yield to 1.452%.   For the week ending September 18, the Dow was up 0.01%, the NASDAQ lost 0.56%, and the S&P 500 finished 0.64% lower. The Russell 2000 climbed 2.64%, and the Wilshire 5000 decreased 0.05%.
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