Planadviser Logo
Weekday news and analysis for retirement plan advisers
Thursday, August 05, 2021
Exclusives | Awards | Research | Events
Participant Challenge of Active TDF Suite May Proceed
A federal judge has moved forward a consolidated lawsuit in which participants in Omnicom’s 401(k) Group Retirement Savings Plan allege plan fiduciaries violated their Employee Retirement Income Security Act (ERISA) fiduciary duties through a prolonged inclusion in the plan of certain funds and excessive recordkeeping fees and expense ratios.
News Feed Quick Links
Deals & People
Practice Management
Client Service
Data & Research
Including Long-Term Care Planning in Retirement Planning
Advisers can help clients create a more holistic plan for retirement by becoming familiar with and including strategies to pay for long-term care.
Today’s Most Read
1. Biden’s First Veto Keeps DOL’s ESG Rule in Place
2. Experts Predict Major Growth in Retirement Coverage, Benefits
3. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
More Savings, More Debt, More Questions
New survey data from the Transamerica Institute and the Transamerica Center for Retirement Studies underscores the contradictory impacts the coronavirus pandemic has had on Americans’ financial health.
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two approaches to asset allocation. As it turns out, balanced funds, though less popular, might deserve another look.
LIVE WEBINAR TODAY: The Future of Health Care
Join us this afternoon at 2:00 p.m. EST for the next edition of the 2021 Practice Progress webinar series. The topic is The Future of Health Care—and What It Means for Retirement Planning.
Market Mirror Market Mirror Graph

Wednesday, the Dow lost 323.73 points (0.92%) to finish at 34,792.67, the Nasdaq was up 19.24 points (0.13%) at 14,780.53, and the S&P 500 closed 20.49 points (0.46%) lower at 4,402.66. The Russell 2000 fell 27.26 points (1.23%) to 2,196.32, and the Wilshire 5000 decreased 195.50 points (0.43%) to 45,762.46.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.161%. The price of the 30-year Treasury bond increased 4/32, bringing its yield down to 1.830%.

Did someone forward you this newsletter?
Sign up here to get PLANADVISER Dash directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850