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Weekday news and analysis for retirement plan advisers
Friday, August 19, 2022
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Learn From Income Innovators at PANC 2022
Hear UCLA Professor Emeritus Shlomo Benartzi speak about practical solutions for creating an income plan, based on his groundbreaking research into behavioral finance.
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IRS Private Letter Ruling Addresses DB-to-DC Asset Transfer
While it applies only to the immediate case, the IRS’ approval of a transfer of excess assets from a terminating pension plan to three ongoing defined contribution plans is instructive for other taxpayers.
Today’s Most Read
1. Retirement Industry People Moves
2. Maryland’s State-Run Retirement Program Officially Launches
3. Judge Rules in Favor of Goldman Sachs in ERISA Suit
7th Circuit Issues Key Stock Drop Decision in Boeing Max Case
One expert attorney says the decision has particular importance to plan sponsors and fiduciaries who have employer stock as an investment.
The LGBTQ Experience With Financial Services
A recent NEFE study examines the broad range of experiences members of the LGBTQ community have had while interacting with the financial services sector.
Investment Product and Service Launches
Lincoln Financial and Stadion Money Management launch StoryLine Dynamic, a qualified default investment alternative program, while Vanguard announces a new environmental opportunities fund.
Market Mirror Market Mirror Graph

Thursday, the Dow inched up 18.72 points (0.06%) to close at 33,999.04, the Nasdaq increased 27.22 points (0.21%) to 12,965.34 and the S&P 500 gained 9.70 points (0.23%) to close at 4,283.74. The Russell 2000 was up 13.41 points (0.68%) to 2,000.73 and the Wilshire 5000 extended 109.89 points (0.26%) to 42,814.71.

The price of the 10-year Treasury note increased 1/32 bringing the yield down to 2.884%. The price of the 30-year Treasury bond increased 2/32 bringing the yield down to 3.145%.

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