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Weekday news and analysis for retirement plan advisers
Tuesday, August 10, 2021
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An ESG Refresher as DOL Makes Progress on New Regs
Industry experts are watching for the imminent filing of new Department of Labor regulations pertaining to the use of environmental, social and governance themed portfolios by tax-advantaged retirement plan investors.
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Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients.
Today’s Most Read
1. 2023 PLANADVISER Top Retirement Plan Advisers
2. 2023 PLANADVISER Top Retirement Plan Advisers
3. Why 529 Education Savings Plans Are More Valuable Than Ever
How Leaders Are Addressing the Adviser Gender Gap
Although they make up more than half the population, currently less than 20% of financial advisers are women. This raises the question of just what is so unwelcoming about the advisory business.
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The Personalized Choice
Plan sponsors find added value of the managed account as a qualified default investment alternative.
Will Gen Z Be the First True DC Plan Generation?
While Millennials have had access to defined contribution plans for their full working careers, survey data suggests Generation Z started saving in earnest much earlier, in part because their Generation X parents have demonstrated the value of self-directed savings.
When ‘Eating Your Own Cooking’ Becomes Self-Dealing
One conclusion that can be drawn from the rash of self-dealing lawsuits filed in the retirement plan services industry is that providers must be just as diligent as their clients when it comes to prudently and loyally delivering workplace retirement benefits—perhaps even more so.
The Future of Health Care—and What It Means for Retirement Planning

TODAY at 2:00 p.m. EST. As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century.

Live webinar. 
2:00 p.m. EST

The Number of Excessive Fee Lawsuits Grew in 2021
Plan sponsors also brought D&I efforts to retirement plans and lawmakers continued to introduce retirement plan legislation, according to Janus Henderson Investors’ DC trends webinar.
Market Mirror Market Mirror Graph

Yesterday, the Dow decreased 106.66 points (0.30%) to 35,101.85, the Nasdaq increased 24.42 points (0.16%) to 14,860.18, and the S&P 500 was down 4.17 points (0.09%) at 4,432.35. The Russell 2000 closed 12.95 points (0.58%) lower at 2,234.81, and the Wilshire 5000 was down 18.10 points (0.04%) at 46,125.25.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.326%. The price of the 30-year Treasury bond decreased 28/32, bringing its yield up to 1.975%.

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