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Weekday news and analysis for retirement plan advisers
Wednesday, December 15, 2021
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Groups Suggest DOL Take Certain Language Out of Proposed ESG Rule
While expressing support for the rule, they say removing specific references to ESG factors will help fiduciaries understand they are not required to consider them in their investment selection.
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2021 M&A Lessons Learned, and What Comes Next
Many firms that have acquired established retirement plan advisory practices primarily focus on wealth management or insurance, underscoring their interest in more diversified service models and in accessing the shops’ sizable client bases.
Today’s Most Read
1. Republican Tax Bill Expands 529s and HSAs, Limits Changes to Retirement
2. Senate Bill Would Expand Retirement Plan Access to Younger Americans
3. Latest Equity Investment Values Hub International at $29 Billion
Financial Actions Taken During the Pandemic Are Enduring
While surveys find many Americans are not making New Year’s resolutions, those who do are succeeding in making positive financial and savings changes for the long term.
Business Owners Are More Confident With Adviser Collaboration
Nonetheless, economic uncertainty and market volatility continue to be top concerns when it comes to business owners achieving their financial goals.
More Sponsors Seeking Expert Advisers
After a year of nuanced challenges, plan sponsors say they are looking to DC plan specialists for a broad spectrum of advice, and they want higher levels of expertise.
Market Mirror Market Mirror Graph

Tuesday, the Dow closed 106.77 points (0.30%) lower at 35,544.18, the Nasdaq lost 175.64 points (1.14%) to finish at 15,237.64, and the S&P 500 decreased 34.88 points (0.75%) to 4,634.09. The Russell 2000 was down 20.85 points (0.96%) at 2,159.65, and the Wilshire 5000 fell 372.14 points (0.78%) to 47,115.84.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.440%. The price of the 30-year Treasury bond decreased 6/32, bringing its yield up to 1.825%.
Industry Intel Roundup Featured White Paper
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
2025 DC Retirement at a Glance
Stay up to date on capital markets and the retirement industry with quick insights and information from MFS®.
U.S. Rep Movement Report
Rep Movement remained steady in 2024. Understand the key industry trends and how to reach advisers.
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