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Weekday news and analysis for retirement plan advisers
Friday, August 27, 2021
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From the Magazine
ERISA Vista: Now a Rollover Fiduciary?
The DOL has issued FAQ guidance that present the factors you will need to consider as part of a prudent analysis and the information you’ll need to obtain about your potential rollover client’s plan. Your analysis as to why the rollover is in the participant’s best interest will need to be documented, and you will need to establish policies and procedures that support the process.
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CAPTRUST Acquires Chicago-Based Ellwood Associates
A total of 55 Ellwood employees, including 46 consultants, will be joining CAPTRUST, including a seasoned team of investment consultants.
Today’s Most Read
1. Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
2. Northern Trust Accused of Fiduciary Breaches Related to AutoZone 401(k)
3. New Bill Aims to Solve for the Retirement Plan Coverage Gap
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.
Investment Product and Service Launches
SEI launches asset allocation-based models as part of ETF strategies; Vanguard adds active equity funds to Personal Advisor Services solution; and John Hancock introduces mortgage-backed securities ETF.
FT Social Security Optimizer Adds LifeYield Income Layers
The updated Franklin Templeton solution presents an easy-to-understand estimate of available income from different asset sources, while modeling an investor’s needs and goals over time.
Market Mirror Market Mirror Graph

Thursday, the Dow was down 192.38 points (0.54%) at 35,213.12, the Nasdaq closed 96.05 points (0.64%) lower at 14,945.81, and the S&P 500 decreased 26.19 points (0.58%) to 4,470.00. The Russell 2000 fell 25.29 points (1.13%) to 2,213.98, and the Wilshire 5000 lost 304.63 points (0.65%) to finish at 46,380.66.

The price of the 10-year Treasury note was unchanged, with its yield up to 1.352%. The price of the 30-year Treasury bond increased 24/32, bringing its yield down to 1.948%.

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