April 6th, 2021

Lessons in Building Talented Teams In a dialogue with PLANADVISER, Dominique Henderson, founder of an adviser mentorship program called JumpStart, reflected on his own entrance into this industry and helping others find their ‘why, who and how.’ Read more > Upcoming Webinar: ESG and ERISA Plans We will discuss how asset managers are putting environmental, social and governance investing themes to work. Particular attention will be paid to the regulatory environment and the potential to pursue greater investment returns by seeking out companies with higher ESG ratings. Read more > Lawsuit Says Retirement Plan Fiduciaries Failed to Monitor and Limit Revenue Sharing Wesco Distribution and the administrative and investment committee for the Wesco Distribution Inc. Retirement Savings Plan have been sued for allowing excessive retirement plan services (RPS) fees. Read more > MOST READ ARTICLES 1 Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business 2 Biden’s First Veto Keeps DOL’s ESG Rule in Place 3 2023 Retirement Plan Adviser of the Year Finalists 4 Experts Predict Major Growth in Retirement Coverage, Benefits 5 Complying With the Custody Rule and the New Custody Proposal

Sponsored message from Nationwide Financial Explore 401(k) and 403(b) solutions in our new Consultant Center. We offer thought leadership, tools, and industry insights. With our high-touch service and history of excellence, we go above and beyond to support you and clients. Read more > Judge Moves Forward ERISA Suit Against Coca-Cola Bottler The judge found that plaintiffs in the case challenging the use of an actively managed TDF suite rather than its index version have pleaded sufficient claims. Read more > Special Coverage: Pros and Cons of Customization From the growth of custom default target-date funds to new approaches to managed accounts, there’s a lot for advisers and their clients to consider. Read more > Market Mirror Yesterday, the Dow climbed 373.98 points (1.13%) to 33,527.19, the Nasdaq gained 225.49 points (1.67%) to finish at 13,705.59, and the S&P 500 increased 58.04 points (1.44%) to 4,077.91. The Russell 2000 closed 69.09 points (3.15%) higher at 2,264.89, and the Wilshire 5000 rose 524.66 points (1.24%) to 42,805.63. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.707%. The price of the 30-year Treasury bond was unchanged, with its yield down to 2.358%.

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