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Wednesday, August 04, 2021
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Data & Research
Recommendations to Improve Retirement Security
Reducing debt and having a clear spend-down strategy were also among the four keys to facilitating financial security in retirement identified by EBRI’s Retirement Security Research Center.
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The Number of Excessive Fee Lawsuits Grew in 2021
Plan sponsors also brought D&I efforts to retirement plans and lawmakers continued to introduce retirement plan legislation, according to Janus Henderson Investors’ DC trends webinar.
Today’s Most Read
1. Another Stressed Union Pension to Get PBGC Support
2. Class Certified in 401(k) Plan Trustees’ Lawsuit Against John Hancock
3. PPL Corp. and Mass Brigham General Face ERISA Lawsuits
A $500 Step Towards Financial Wellness
The nonprofit financial wellness provider SaverLife has teamed up with the KFC Foundation to meet the straightforward but ambitious goal of ensuring KFC workers can amass $500 in emergency savings.
2021 PRACTICE PROGRESS WEBINAR SERIES
The Future of Health Care—and What It Means for Retirement Planning

As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century.

Live webinar 

2:00 p.m. EST 
Aug. 10, 2021

ProCourse Fiduciary Advisors Acquired by MJ Insurance
Doug Prince will continue to serve as CEO of ProCourse after the acquisition, with the entire team of 13 remaining in the Carmel, Indiana, location.
Use of CITs in 401(k)s Continues Growth
Collective investment trusts dominate the large plan market, particularly within target-date funds, data shows.
Lawmakers Aim to Reform Index Linked Annuities Registration Regs
A bipartisan group of representatives is seeking to require the Securities and Exchange Commission to revise its rules regarding the development and offering of certain annuity products.
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 278.24 points (0.80%) to finish at 35,116.40, the Nasdaq closed 80.23 points (0.55%) higher at 14,761.30, and the S&P 500 increased 35.99 points (0.82%) to 4,423.15. The Russell 2000 was up 8.09 points (0.36%) at 2,223.58, and the Wilshire 5000 climbed 309.62 points (0.68%) to 45,957.97.

The price of the 10-year Treasury note was unchanged, with its yield at 1.178%. The price of the 30-year Treasury bond increased 23/32, bringing its yield down to 1.847%.

Industry Intel Roundup
Featured Webcasts
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
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