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Weekday news and analysis for retirement plan advisers
Friday, April 30, 2021
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DOL Investigation Lessons Learned From Long Experience
Drawing on their collective decades of experience working inside and outside the DOL, a panel of expert ERISA attorneys convened this week by Faegre Drinker had a lot of timely lessons to share regarding investigations of investment advisers.
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New York Annuity Suitability Law Struck Down by State Appeals Court
Though significant in its own right, the appellate ruling could potentially be stayed if (and when) it is appealed to the New York Court of Appeals, which is the state’s highest court.
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3. Why 529 Education Savings Plans Are More Valuable Than Ever
Upcoming Webinar: Key Topics in Succession Planning
Join us May 11 at 2 p.m. EST for a timely and informative webinar on the crucial topic of succession planning.
iJoin's Explore Is Actionable Financial Wellness Tool
The solution connects the retirement plan experience with financial wellness education and planning.
Lifetime Income Illustrations
Preparing committees for this SECURE Act requirement.
Wanta Be a PPP?
Advisers can find many ways to serve pooled employer plans.
Market Mirror Market Mirror Graph

Thursday, the Dow climbed 239.98 points (0.71%) to 34,060.36, the Nasdaq increased 31.52 points (0.22%) to 14,082.55, and the S&P 500 gained 28.29 points (0.68%) to finish at 4,211.47. The Russell 2000 was down 8.70 points (0.38%) at 2,295.46, and the Wilshire 5000 closed 193.29 points (0.44%) higher at 44,220.96.


The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.642%. The price of the 30-year Treasury bond decreased 24/32, bringing its yield up to 2.301%.

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