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Weekday news and analysis for retirement plan advisers
Friday, August 06, 2021
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Rollovers and Fiduciaries
I’m an RIA who provides advisory services to individuals. If I recommend that a client roll over plan monies to an IRA that I manage, am I considered an ERISA fiduciary? And, if so, what do I need to do, to comply with ERISA fiduciary rules?
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Data & Research
Will Gen Z Be the First True DC Plan Generation?
While Millennials have had access to defined contribution plans for their full working careers, survey data suggests Generation Z started saving in earnest much earlier, in part because their Generation X parents have demonstrated the value of self-directed savings.
Today’s Most Read
1. The New Vesting Schedule Debate
2. The Most ‘Outrageous’ ERISA Complaints Yet Filed?
3. Why Are Financial Services Firms Looking to Wealth Management Leaders?
LT Trust Releases Interactive Participant Platform
The company says it used feedback from its participants in creating the mobile app.
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

Explore the Agenda: 2021 PLANADVISER National Conference
The 2021 virtual PLANADVISER National Conference was created with the understanding that advisers face tremendous challenges as well as opportunities as the world emerges from an unprecedented modern global crisis. Advisers’ core lines of business remain critical as new client expectations come to the fore in the realms of financial wellness, retirement income, environmental activism and corporate social responsibility.
Hearing Witnesses Call on Lawmakers to Enact New Retirement Legislation
Those participating in a Senate Finance Committee hearing discussed ways to boost employees’ retirement savings, help with financial wellness and make it easier to offer a retirement plan.
Market Mirror Market Mirror Graph

Thursday, the Dow gained 271.58 points (0.78%) to finish at 35,064.25, the Nasdaq closed 114.58 points (0.78%) higher at 14,895.12, and the S&P 500 was up 26.44 points (0.60%) at 4,429.10. The Russell 2000 increased 39.69 points (1.81%) to 2,236.01, and the Wilshire 5000 climbed 343.16 points (0.75%) to 46,105.67.

The price of the 10-year Treasury note decreased 25/32, bringing its yield up to 1.217%. The price of the 30-year Treasury bond fell 29/32, increasing its yield to 1.864%.

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