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Weekday news and analysis for retirement plan advisers
Wednesday, December 29, 2021
Exclusives | Awards | Research | Events
Advisers’ ‘Gatekeeper’ Role Can Help Spur Greater ESG Investments
Climate change and concerns about recent natural disasters and societal issues are driving fresh interest in ESG investing, with many investors reporting that their investing behavior has changed because of these concerns. 
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SEC Charges Underscore Importance of Digital Communication Management
J.P. Morgan Securities has agreed to pay $125 million to resolve what the SEC calls ‘longstanding failures by the firm and its employees’ to maintain and preserve certain digital communications.
Today’s Most Read
1. Experts Predict Major Growth in Retirement Coverage, Benefits
2. Why 529 Education Savings Plans Are More Valuable Than Ever
3. Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Chicago Consultant Faces New ESOP Lawsuit
The complaint claims ERISA violations against the company for allegedly deflating the plan’s value.   
Cash Balance Plans More Popular With Smaller Plan Sponsors
An analysis from October Three also finds certain industries are more drawn to the plan design that is viewed as less risky than traditional DB plans.
HealthyHive Introduces Adviser HSA Educational Program
The program provides health savings account educational tools to help expand an adviser’s knowledge about the intersection of health, wellness and finances.
Long-Term Care Insurance Payouts Jumped During 2021
Clams paid this year represent a $2 billion increase over the total benefits paid by the long-term care insurance industry in 2018.
Market Mirror Market Mirror Graph

Tuesday, the Dow increased 95.83 points (0.26%) to 36,398.21, the Nasdaq closed 89.54 points (0.56%) lower at 15,781.72, and the S&P 500 was down 4.84 points (0.10%) at 4,786.35. The Russell 2000 lost 14.95 points (0.66%) to finish at 2,246.51, and the Wilshire 5000 decreased 124.53 points (0.26%) to 48,642.86.

The price of the 10-year Treasury note was unchanged, with its yield up to 1.485%. The price of the 30-year Treasury bond was down 4/32, increasing its yield to 1.905%.

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