February 3rd, 2022 Insight on Plan Design & Investment Strategy Every Weekday Investing Investment Opportunities for DB Plans Moving Forward Corporate defined benefit plans should consider managing volatility, avoiding concentration risk and factor investing. Administration Plan Design Strategies to Boost Retirement Outcomes for Low-Income Participants Sponsors have a toolbox of plan design and benefit approaches they can use to boost retirement outcomes for low- and moderate-income earners. Most Read Compliance Regulators Clarify Part-Time Eligibility Rules for ERISA 403(b) Plans Opinions Accumulating Differences: Why Personalization Matters More for Older Investors Products Apollo, Athene Working On Alts, Annuities in DC Investing Market Mirror Wednesday, the Dow gained 224.09 points (0.63%) to finish at 35,629.33, the Nasdaq closed 71.54 points (0.50%) higher at 14,417.55, and the S&P 500 increased 42.84 points (0.94%) to 4,589.38. The Russell 2000 was down 21.22 points (1.03%) at 2,029.52, and the Wilshire 5000 climbed 237.36 points (0.52%) to 46,045.02. The prices of the 10-year Treasury note and 30-year Treasury bond each were up 2/32, decreasing their yields to 1.774% and 2.106%, respectively. Compliance Duke Energy ERISA Lawsuit Clears Dismissal Motion The district court’s order promptly concludes that the plaintiffs have sufficiently stated a claim for breach of fiduciary duty. Data and Research ESOPs Provided Financial Resiliency to Employees During the Pandemic Participants in ESOPs were able to accrue larger balances than their non-ESOP counterparts, research found.  Products Empower Retirement Reveals New, Shorter Name The company says it wants to help people achieve both short- and long-term financial goals, and the name change from ‘Empower Retirement’ to just ‘Empower’ helps capture that. Small Talk ON THIS DATE: In 1809, the territory of Illinois was created. In 1874, a patent was issued to Samuel W. Francis for the spork. In 1913, the 16th Amendment to the U.S. Constitution was ratified. It authorized the power to impose and collect income tax. In 1924, Woodrow Wilson, the 28th president of the United States, died in Washington, D.C., at the age of 67. In 1947, Percival Prattis became the first Black news correspondent admitted to the House and Senate press gallery in Washington, D.C. He worked for “Our World” in New York City. In 1959, rising American rock stars Buddy Holly, Ritchie Valens and J.P. “The Big Bopper” Richardson were killed when their chartered Beechcraft Bonanza plane crashed in Iowa a few minutes after takeoff. In 1966, the first rocket-assisted controlled landing on the Moon was made by the Soviet space vehicle Luna IX. In 2005, Alberto Gonzales won Senate confirmation as the nation’s first Hispanic attorney general. In 2009, Eric Holder was sworn in as the first Black U.S. attorney general. No SURVEY SAYS this week. Did someone forward you this newsletter? Sign up here to get NEWSDash directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850