Showing entries with the topic “Legislative/Regulatory”.
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Sep 2020403(b) Retirement Plan Fee Litigation: September 2020 Update
Despite the COVID-19 pandemic, retirement plan litigation remains largely uninterrupted. We highlight the recent updates and provide a summary on the status of each of the lawsuits.
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Sep 2020Making Sense of ESG Investing
The recent outperformance of sustainable portfolios and increasing demand from investors has lead to the growing popularity of ESG Investing. We explore the basics and challenges of ESG Funds and what their future in retirement plans may hold.
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Sep 2020This Week's Market Moves | September 28, 2020
Equity markets capped off another volatile week, with the Dow finishing down 1.8%, the S&P 500 Index falling 0.6% and the NASDAQ up a modest 1.1%. Stocks have been under pressure from rising coronavirus cases and Congress’ inability to pass a stimulus package. Here are some other insights on the m…
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Sep 2020This Week's Market Moves | September 21, 2020
Stocks finished the week modestly lower, as investors reduced their bets on the tech giants and rotated into sectors which lagged during the market recovery. Here are some other insights on the market and economy from this past week: Stocks declined for the third consecutive week, with the S&P …
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Sep 2020This Week's Market Moves | September 14, 2020
Investors grapple with another week of market turbulence, as the major stock indices posted losses of 1.6% to 4.1% last week. On a year-to-date basis, the S&P 500 Index has advanced 4.8%. Here are some additional insights on the market and economy from this past week: Investors continue to grap…
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Sep 2020This Week's Market Moves | September 9, 2020
With the sudden sell-off in the market last week but improving jobs data, there is once again uncertainty as to the state of the market and economy. Here are some other insights from this past week: After a five-month, largely uninterrupted rally, the S&P 500 Index gained around 60% from its March …
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Aug 2020Participant Data: A Retirement Plan Asset?
Is allowing participant retirement plan data to be used for non-plan purposes a breach of fiduciary responsibility? Learn more about the ERISA ambiguity and the steps plan sponsors should be taking now to protect their organization.
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Aug 2020This Week's Market Update | August 24, 2020
Stock prices consolidated near all-time highs last week, as investors weighed the Federal Reserve’s concern over the economic recovery and Washington’s gridlock against stronger-than-expected business activity and a booming housing market. Here are some other insights on the markets and the economy …
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Aug 2020This Week's Market Moves | August 17, 2020
Stock prices ended the week largely unchanged, with the S&P 500 index up 0.7% and the tech-heavy NASDAQ up 0.1%. While equity markets pushed towards record highs, stock gains faded by week’s end, as Congress remains divided on the details of a new economic stimulus package. Here are some other insig…
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Aug 2020This Week's Market Moves | August 10, 2020
Equity prices finished the week higher as second quarter earnings came in better than expected, with the S&P 500 Index closing up 2.5%, just shy of its pre-pandemic high. Here are some other insights on the markets and the economy from this past week: Stock prices edged higher last week, despit…
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