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Weekday news and analysis for retirement plan advisers
Wednesday, April 06, 2022
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Taking Stock of the SEC’s Ambitious Climate Agenda
Now that the financial services industry has had some time to digest the 500-plus pages of proposed rulemaking text, compliance experts are offering insight about exactly what the SEC’s climate disclosure regulations entail.
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Study Finds Advantages to Virtual Retirement and Financial Wellness Education
An increase in participant engagement and confidentiality are reasons to continue virtual meetings when employees are back in the office. 
Today’s Most Read
1. It’s Time We Stopped Evaluating Managed Accounts from 2006
2. Hub Launches Retirement Select PEP
3. The Expansive Reach of the DOL’s Proposed Fiduciary Rule
Crypto Investing and Financial Literacy Across Generations
While most people in each generation still expect to rely on traditional income sources such as 401(k)s and Social Security in retirement, cryptocurrency has also made it onto the list.
401(k) Trading High in the First Quarter
The first quarter was busy for investors despite March’s market rally.
Revenue Sharing Considerations: Fees and Fiduciary
Advisers must monitor the plan and perform benchmarking to assess reasonableness of fees.
Market Mirror Market Mirror Graph

Tuesday, the Dow lost 280.70 points (0.80%) to finish at 34,641.18, the Nasdaq fell 328.39 points (2.26%) to 14,204.17, and the S&P 500 closed 57.52 points (1.26%) lower at 4,525.12. The Russell 2000 decreased 49.40 points (2.36%) to 2,046.04, and the Wilshire 5000 dropped 702.63 points (1.52%) to 45,507.08.

The price of the 10-year Treasury note decreased 1 3/32, bringing its yield up to 2.555%. The price of the 30-year Treasury bond fell 2 5/32, increasing its yield to 2.579%.

March 21, 2024 SECURE 2.0 Now SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
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