Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 24th, 2020

Practice Progress Webinar Today!

This editorial-driven webinar will focus on helping you get the most value from your strategic relationships, including ways to make your job easier and ways to efficiently and profitably add value to your service offerings. Read more >
Advisers Giving Back: Renee Scherzer at 401K Resources
Two causes that are close to Renee Scherzer’s heart are helping with animal rescues and supporting children in crisis—though her giving efforts expand into many other areas. Read more >
Get Ready to Participate: Retirement Plan Adviser of the Year
Each fall, PLANSPONSOR opens nominations for our annual Plan Sponsor of the Year and Retirement Plan Adviser of the Year awards. The best place to learn when the nominations open for these or any other awards programs is via our daily NewsDash and PLANADVISERDash email newsletters. However, if you would like to receive an email notifying you when nominations are open, please provide your information. Read more >
SEC Approves Controversial Shareholder Proposal
Negative reactions immediately piled in from concerned stakeholders and consumer advocates who say the proxy voting rule amendments will stifle shareholder engagement. 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
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Investing Against COVID-19
“Coming into the crisis, we were 3% or 4% above the midpoint of our TDF glide path allocation,” recalls Dan Oldroyd, portfolio manager and head of target-date strategies at J.P. Morgan Asset Management in New York City. “We got ourselves back to neutral at the end of February, and through March down to an underweight of 3% to 4%. Our biggest concern at that point was how bad things might get, so it wasn’t until mid-April that we started to put money back to work and return to an overweight.” Read more >
15th Anniversary of RPAY: Rick Wedge
When he won the 2010 Retirement Plan Adviser of the Year award, Rick Wedge’s practice had $300 million in assets under advisement. Today, Wedge, a managing director with Pensionmark, advises on more than $1 billion. Read more >
SEC Fund Report Proposal Seen as Big Step Toward Modernization
One attorney who works on Securities and Exchange Commission compliance issues says the proposal will help retail investors digest key information while ensuring transparency remains a top priority. Read more >
Market Mirror
Wednesday, the Dow dropped 525.05 points (1.92%) to 26,763.13, the NASDAQ fell 330.65 points (3.02%) to 10,632.99, and the S&P 500 lost 78.65 points (2.37%) to finish at 3,236.92. The Russell 2000 closed 45.50 points (3.04%) lower at 1,451.46, and the Wilshire 5000 plunged 842.69 points (2.48%) to 33,167.11. The price of the 10-year Treasury note was unchanged, with its yield down to 0.675%. The price of the 30-year Treasury bond was up 1/32, decreasing its yield to 1.423%.
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