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February 20th, 2019 |
 | 2019 PLANADVISER Micro Plan SurveyThe micro plan market, which the 2019 PLANADVISER Micro Plan Survey defines as plans with under $5 million in assets, offers many opportunities for advisers. For one, they can help improve these plans, which lag behind larger plans in many key areas of design. Interesting is that 62%, looking at, for example, the $1 million to $5 million group, already work with an adviser—indicating that advisers should be more proactive.
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| Forward Focus | | It is becoming “table stakes” for a retirement plan adviser to offer not just 3(21) fiduciary services, but 3(38) fiduciary services as well, says Brian Hanna, senior retirement plan consultant at Everhart Advisors in Dublin, Ohio.
Read more > | | | Principal Pairs Financial Wellness with Voice Activation | |
Principal Flash Briefing, the firm’s financial wellness platform, relies on Alexa.
Read more > | | | Market Mirror | | Tuesday, the Dow climbed 8.07 points (0.03%) to 25,891.32, the NASDAQ was up 14.36 points (0.19%) at 7,486.77, and the S&P 500 increased 4.16 points (0.15%) to 2,779.76. The Russell 2000 closed 5.22 points (0.33%) higher at 1,574.47, and the Wilshire 5000 gained 58.16 points (0.20%) to finish at 28,862.45.
The price of the 10-year Treasury note was up 10/32, decreasing its yield to 2.632%. The price of the 30-year Treasury bond was up 10/32, decreasing its yield to 2.979%.
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