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February 18th, 2021 |
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| 2021 PLANSPONSOR Plan Adviser of the Year Nominations Open | |
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers.
Read more > | | | Firms’ Giving Efforts Show Local Pride | | Celebrating the good works of advisers who give back to their communities in personal ways.
Read more > | | | Are You a QPAM? | | As a reminder, Section 406(a) states that a plan fiduciary should not cause a plan to enter into certain enumerated transactions with a party in interest. These prohibited transactions include, for example, the sale or exchange, or leasing, of any property; the lending of money or other extension of credit; and the transfer to, or use by or for the benefit of, a party in interest, of any assets of the plan.
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| Some Say Union Revival Could Address Retirement Insecurity | | Data from the Bureau of Labor Statistics shows the U.S. now has the fifth lowest trade union density of the 36 member nations of the Organization for Economic Co-operation and Development.
Read more > | | | iCapital, CAIA Association Partner on Education on Alternative Investments | |
The firms aim to teach advisers about alternatives so they can better diversify clients’ portfolios.
Read more > | | | Market Mirror | | Wednesday, the Dow increased 90.27 points (0.29%) to 31,613.02, the Nasdaq closed 82.00 points (0.58%) lower at 13,965.50, and the S&P 500 was down 1.26 points (0.03%) at 3,931.33. The Russell 2000 lost 16.78 points (0.74%) to finish at 2,256.11, and the Wilshire 5000 decreased 97.70 points (0.23%) to 41,932.31.
The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.286%. the price of the 30-year Treasury bond climbed 32/32, bringing its yield down to 2.051%.
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