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Wednesday, August 24, 2022
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PANC 2022
Join Us at the PANC Welcome Party!

The excitement of the 2022 PLANADVISER National Conference begins with the Welcome Party, a great time to catch up with friends and meet other advisers from across the country.

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Why a Regional Bank Feels Well-Positioned for Small-Plan Success
‘We, as the fiduciary adviser, can step in and leverage our investment experience and retirement insights to help business owners look out for their employees and help them prepare for retirement.’
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
Lessons From One Adviser’s Small-Plan Experience
Small plans—usually the most underserved in the market—have a tremendous need for the expertise of experienced retirement plan advisers.
How Advisers Can Help Smaller Nonprofits
While serving the nonprofit market is comparable to serving small businesses, the market also comes with its unique set of challenges and opportunities.
If Caught Off Guard by a Failure
Advisers can self-correct some violations of PTE 2020-02.
Market Mirror Market Mirror Graph

Tuesday, the Dow sagged 154.02 points (0.47%) to close at 32,909.59, the Nasdaq slipped 0.27 points (0.00%) to 12,381.30 and the S&P 500 lost 9.26 points (0.22%) to 4,128/73. The Russell 2000 gained 3.40 points (0.18%) to 1,191.14 and the Wilshire 5000 lost 48.77 points (0.12%) to close at 41,224.39.

The price of the 10-year Treasury note fell 3/32 bringing the yield up to 3.058%. The price of the 30-year Treasury bond decreased 29/32 bringing the yield up to 3.267%.

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