Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 3rd, 2020

Retirement Savings Optimization

If the millions of Americans who have lost their jobs or been furloughed would have had an HSA, the funds from it could have paid for health insurance premiums—including COBRA [Consolidated Omnibus Budget Reconciliation Act] health coverage, which enables some newly unemployed workers to retain health insurance. Read more >
IRS Requesting Comments on Form 5500
There are two proposed changes and the IRS also wants comments about the obligation of filing. Read more >
Federal Reserve Head Reviews Why Inflation Matters
A recent speech given by Jerome Powell included some important reflections on history and a few basic lessons about the critical—and often misunderstood—role of inflation in the U.S. economy.  Read more >
From the Magazine: Talking Points
Age plays a role in how much workers appreciate their employer awarding them equity in the company. Half of younger employees place minimal value on it. Contributing factors include being more mobile in their careers, lack of understanding of equity compensation plans, and an eagerness to sell as soon as their award vests. Read more >
Advisers Giving Back: Kelli Davis and CSi Advisory Services
Among other efforts, the firm dedicates significant time and resources to causes that fight hunger and support financial literacy among girls and young women in Indiana. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
Complying With the Custody Rule and the New Custody Proposal
2020 PLANADVISER Micro Plan Survey
Micro plans have much to gain from adviser help with fiduciary matters. Read more >
15th Anniversary of RPAY: Steven Dimitriou at Mayflower
After many years on the Wells Fargo platform, Mayflower is about to go fully independent by establishing its own registered investment adviser. Read more >
Why to Consider Minority Stake PE Investments
Minority stake investments made by private equity firms are common in some industries. Might the registered investment adviser space be next? Read more >
Market Mirror
Wednesday, the Dow gained 454.84 points (1.59%) to finish at 29,100.50, the NASDAQ closed 116.78 points (0.98%) higher at 12,056.44, and the S&P 500 increased 54.19 points (1.54%) to 3,580.84. The Russell 2000 was up 13.71 points (0.87%) at 1,592.29, and the Wilshire 5000 climbed 463.89 points (1.28%) to 36,597.93. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 0.644%. The price of the 30-year Treasury bond increased 1 1/32, bringing its yield down to 1.376%.
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