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Weekday news and analysis for retirement plan advisers
Tuesday, April 26, 2022
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EXCLUSIVES
New RMD Rules Mean the End of an Era for IRAs
Earlier this year, the IRS published proposed regulations which will tighten rules about the time periods over which the distributions must be taken by eliminating the so-called “stretch” IRA provision for most cases when the beneficiary is not the spouse. 
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Meet the Plan Adviser of the Year Finalists
Read all about the 2022 finalists here. The winners in each category will be revealed next week at our all-new PLANADVISER Industry Leaders Awards.
Today’s Most Read
1. Nearly Half of Retirees Have No Formal Decumulation Strategy
2. 401(k)s and the Courts in 2025
3. Economic and Market Outlooks for the Year Ahead
Finding Safety From Fee Pressures
As competition continues to grow and clients expect more services for their fees, enterprising advisers focus on both protecting existing revenue sources and adding new revenue streams.
Excessive Fee Lawsuit Will Proceed Against Xerox
The complaint alleged breach of fiduciary duty obligations and excessive fees for recordkeeping services.
The State of Social Security: Mixed Perspectives
Experts say the uneven economic impact of the COVID-19 pandemic in some ways minimized its likely long-term effects on Social Security reserves, but longstanding solvency problems remain.
Market Mirror Market Mirror Graph

Monday, the Dow gained 238.06 points (0.70%) to 34,049.46, the Nasdaq increased 165.56 points (1.29%) to 13,004.85, and the S&P 500 climbed 24.34 points (0.57%) to close at 4,296.12. The Russell 2000 was up 13.54 points (0.70%) to 1,954.20, and the Wilshire 5000 increased 280.96 points (0.66%) to 43,089.68.

The price of the 10-year Treasury note increased 6/32 lowering its yield to 2.826%. The price of the 30-year Treasury bond was up 1 1/32 lowering its yield to 2.888%

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