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Weekday news and analysis for retirement plan advisers
Wednesday, August 31, 2022
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Lessons From One Adviser’s Small-Plan Experience
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Small plans—usually the most underserved in the market—have a tremendous need for the expertise of experienced retirement plan advisers.
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401(k) Balances Reflect Volatile Period for Markets
According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 15% lower than the first quarter.
Today’s Most Read
1. Social Security COLA Projected at 3.2% Ahead of October Decision
2. Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
3. 10th Circuit’s ‘Meaningful Benchmark’ Ruling Will Not Stymie Lawsuits, Experts Says
Understanding Investor’s Evolving Concerns
Investors are less confident making decisions on their own, but most see positive change when they receive help from an adviser, according to data from Principal.
Plaintiffs Say 401(k) Plan Omitted Target-Date Funds Among Problems
The target of a new Employee Retirement Income Security Act is a plan sponsor with more than 20,000 participants that ‘periodically’ reviewed the plan’s investment options to ensure they were suitable, according to a complaint.  
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.
Market Mirror Market Mirror Graph

Tuesday, the Dow decreased 308.12 points (0.96%) to close at 31,790.87, the Nasdaq lost 134.53 points (1.12%) to 11,883.14 and the S&P 500 sagged 44.46 points (1.10%)to close at 3,986.17. The Russell 2000 lost 27.35 points (1.45%) to 1,855.59 and the Wilshire 5000 was down 457.39 points (1.13%) to close at 39,855.86.

The price of the 10-year Treasury note decreased 1/32 bringing the yield up to 3.120%. The price of the 30-year Treasury bond increased 2/32 bringing the yield up to 3.233%.

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