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Weekday news and analysis for retirement plan advisers
Thursday, February 17, 2022
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Plan Design Approaches to Help Plan Sponsors With Nondiscrimination Testing
Advisers can assist plan sponsors wrestling with how to pass IRS testing for qualified employer-sponsored retirement plans by explaining the trade-offs involved between the costs of safe harbor contributions and the corrective actions that result from failing the tests.
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Time for Adviser of the Year Nominations Is Running Out!!
The deadline for the 2021 Retirement Plan Adviser of the Year awards nominations is February 22, 2022. Questions can be directed to
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Industry Rallies Around LIFE Act
The bill would amend the DOL’s current default investment safe harbor regulations to allow, but not require, a retirement plan’s default investment to include a limited investment in a non-liquid annuity component that provides a guaranteed return on investment.
eMoney Advisor Enhances Digital Marketing and Engagement Tool
The tool aims to help financial professionals more easily grow, retain and engage their client bases.
Why Participants Might Be Hesitant to Share Personal Information
Many people are reluctant to share additional in-depth financial details for security reasons and for fear of being bombarded with financial services advertising, but advisers can explain the benefits of divulging some information. 
Strength in Diversity
The business case for building a heterogeneous workforce.
Market Mirror Market Mirror Graph

Wednesday, the Dow closed 54.57 points (0.16%) lower at 34,934.27, the Nasdaq decreased 15.66 points (0.11%) to 14,124.10, and the S&P 500 was up 3.94 points (0.09%) at 4,475.01. The Russell 2000 increased 2.85 points (0.14%) to 2,079.31, and the Wilshire 5000 was down 12.64 points (0.03%) at 45,285.27.

The price of the 10-year Treasury note was virtually unchanged, with its yield down to 2.042%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.355%.

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