Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 9th, 2020

PANC 2020 Update: A Live Conversation with Dr. Larry Brilliant

The coronavirus has upended our world in ways few would have predicted. One person who has fought pandemics for most of his professional life is epidemiologist and humanitarian, Dr. Larry Brilliant, MD. He was a key figure in the battle to end smallpox in the last century and will provide us with perspectives on how pandemics end—and the process we’ll have to go follow to see it through to the finish. Read more >
Sign-up Here for the 2021 Top 100 Retirement Plan Adviser Process
Individuals and teams interested in being considered for PLANADVISER’s 2021 Top 100 Retirement Plan Adviser designation should complete our short registration form by Wednesday, September 9. This first step only takes a moment, so don’t wait!  Read more >
Savings Optimization: 401(k) vs. HSA
If any positives can come out of the coronavirus pandemic sweeping the globe, one is that more people have realized the need to take care of their health, says Kevin Robertson, chief revenue officer at HSA Bank in Milwaukee. Read more >
Investors Expect Advisers to Connect Their Financial Plan to Their Values
MMI and Aon say that investors today “want their advisers to connect their financial plans to their values, making the best use of the data and technology available in the market.”  Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2023 Retirement Plan Adviser of the Year Finalists
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Complying With the Custody Rule and the New Custody Proposal
The Secret to Getting a Gig
Dominique Henderson, the founder of DJH Capital Management, an independent registered investment adviser (RIA) firm in Dallas, also runs an advisory coaching program called Jumpstart. He commonly gets questions from people of diverse backgrounds about “how to go from learning about being an adviser to getting a real gig.” Read more >
The Virtue in ESG Factors
These investing strategies reveal a rare source of rapid growth. Read more >
LeafHouse’s Charity Ride for CASA/GAL
It’s no surprise that a charity fitness challenge involving cycling—and a great cause—quickly built momentum among advisers. Read more >
Market Mirror
Tuesday, the Dow dropped 632.42 points (2.25%) to 27,500.89, the NASDAQ fell 465.44 points (4.11%) to 10,847.69, and the S&P 500 lost 95.12 points (2.78%) to finish at 3,331.84. The Russell 2000 closed 30.71 points (2.00%) lower at 1,504.59, and the Wilshire 5000 plunged 1,001.09 points (2.86%) to 33,969.18. The price of the 10-year Treasury note increased 4/32, bringing its yield down to 0.679%. The price of the 30-year Treasury bond climbed 1 2/32, decreasing its yield to 1.418%.
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