PLANADVISERdash – April 6, 2022

Weekday news and analysis for retirement plan advisers

Wednesday, April 06, 2022

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COMPLIANCE

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.	Small Business “Bullishness” Helping to Drive 401(k) Growth
2.	The Scramble to Make the Saver’s Match Work
3.	Modern Wealth Surpasses $4B in Less Than 2 Years

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

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%.

Industry Intel Roundup Featured Webinars

PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.

September 24, 2024

DCIO and Investment Menu Survey

They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.