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Weekday news and analysis for retirement plan advisers
Friday, August 26, 2022
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On the Role of Fiduciary Management and Adviser Support
Fiduciary Consulting Group Inc. was founded early in the millennium as a resource that plan sponsors, committee members, plan fiduciaries, trustees and others could use to better learn about their fiduciary responsibilities and to help them offload some of those. PLANADVISER Managing Editor Judy Faust Hartnett chatted with Larry E. Crocker, the firm’s founder, about 3(16) trends.
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A Guide to the SEC’s Reg BI Bulletins
In a recent bulletin, the SEC warns that practically all financial professionals have at least some conflicts of interest with their retail investors.
Today’s Most Read
1. Creative Planning CIO Jim Williams Dies at 46
2. Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
3. Social Security COLA Projected at 3.2% Ahead of October Decision
Sign Up for the PLANADVISER National Conference Today!
In a networking-friendly environment, you will be able to engage directly with skilled experts and leading advisers to help you differentiate your practice and add value for your clients. We are confident that PANC 2022 will be the premier event for retirement plan specialist advisers to meet the right people, hear the best ideas and create new opportunities. 
Plaintiffs Allege AME Church Plan Agreed to ERISA Status
The consolidated class action complaint suggests the church plan at issue is an ERISA plan because the summary plan document clearly states that it is.
Next-Level Options
How advisers can make strategies they know, work better.
Buy Now Pay Later
Even if plan participants can pay their items off in time, will they really pay later, after they’ve overspent and their retirement nest egg is too small?
The Pandemic’s Lingering Impact on Financial Security
A Northwestern Mutual study suggests that, while many people’s financial habits have improved, the pandemic has still disrupted the way people manage their finances.
Market Mirror Market Mirror Graph

Thursday, the Dow increased 322.55 points (0.98%) to close at 33,291.78, the Nasdaq gained 207.74 points (1.67%) to 12,639.27 and the S&P 500 rose 58.35 points (1.41%) to 4,199.12. The Russell 2000 was up 29.35 points (1.52%) to 1,964.64 and the Wilshire 5000 expanded 171.30 points (0.42%) to 41,395.70.

The price of the 10-year Treasury note increased 28/32 lowering the yield down to 3.033%. The price of the 30-year Treasury bond increased 1 3/32 lowering the yield down to 3.242%.

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