PLANADVISERdash – August 26, 2021

Weekday news and analysis for retirement plan advisers

Thursday, August 26, 2021

Exclusives

Awards

Research

Events

Data & Research

2021 PLANADVISER Small-Plan Services Survey

Providing services to small businesses is one way to diversify an advisory practice while growing the book of business. Using time-saving solutions and automated features can simplify administration, freeing the adviser to focus on growth.

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Deals & People

Practice Management

Products

Client Service

Data & Research

Investing

Compliance

A Q&A With QMA's David Blanchett

David Blanchett, QMA’s newest managing director and head of retirement research, talks about the evolving role of DC plans and workplace investing—including the interplay of target-date funds, personalization and managed accounts.

Today’s Most Read

1.	Carlyle Makes Growth Investment in CAPTRUST
2.	Hub Launches 401(k) PEP for Small, Midsize Plan Sponsors
3.	Suggestions for Best Plan Participant Service

Career Mentor or Advocate?

Underrepresented groups are advancing in financial services, but what helps the most is having a workplace advocate—someone to champion their abilities when they’re not in the room.

Sponsored by Invesco

Demystifying the Language of Retirement

Find out what terms and explanations click with DC plan participants.

2nd Circuit Sends Elements of NYU ERISA Suit Back to District Court

The appellate court agreed with the plaintiffs that the lower court erred in dismissing share class-related claims and in denying them leave to amend the suit to add more defendants.

2021 VIRTUAL PLANADVISER NATIONAL CONFERENCE

Explore the Agenda

The 2021 virtual PLANADVISER National Conference was created with the understanding that advisers face tremendous challenges as well as opportunities as the world emerges from an unprecedented modern global crisis. Advisers’ core lines of business remain critical as new client expectations come to the fore in the realms of financial wellness, retirement income, environmental activism and corporate social responsibility.

Virtual Event
Sept. 27 to 30

Colonial Surety Launches Fiduciary, Cyber Liability Protection Package

The protection provides coverage for the costs of legal services, computer forensic services, public relations and crisis management expenses, and more.

Market Mirror

Wednesday, the Dow gained 39.24 points (0.11%) to finish at 35,405.50, the Nasdaq closed 22.06 points (0.15%) higher at 15,041.86, and the S&P 500 increased 9.96 points (0.22%) to 4,496.19. The Russell 2000 was up 8.36 points (0.37%) at 2,239.27, and the Wilshire 5000 climbed 121.89 points (0.26%) to 46,685.34.

The price of the 10-year Treasury note was down 5/32, increasing its yield to 1.346%. The price of the 30-year Treasury bond decreased 8/32, bringing its yield up to 1.954%.

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