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Weekday news and analysis for retirement plan advisers
Tuesday, February 08, 2022
Exclusives | Awards | Research | Events
2022 PLANADVISER Award Season is Here
We are now soliciting nominations for the 2022 Retirement Plan Adviser of the Year Awards; we are also collecting entries that will be used to generate the 2022 Top Retirement Plan Advisers list.
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Data & Research
Advisers Can Shine While Supporting Stock Plan Investors
Stock plans are seen as a valuable benefit that demonstrates employers’ commitment to employees, according to a new survey, but participants want more guidance and advice.
Today’s Most Read
1. 2023 PLANADVISER Top Retirement Plan Advisers
2. 2023 PLANADVISER Top Retirement Plan Advisers
3. Why 529 Education Savings Plans Are More Valuable Than Ever
Paper Offers Tutorial for Choosing DC Plan Lifetime Income Investments
Groom Law Group has published a guide that discusses fiduciary duties in the context of providing lifetime income options within defined contribution plans.
More Lessons From Record M&A Action Backed by Private Equity
In part due to the growing role of private equity backers, competition between ‘financial buyers’ and ‘strategic acquirers’ appears set to heat up in the coming years.
How Advisers Can Help Low-Income Workers Save in Employer-Sponsored Plans
Financial wellness campaigns that explain the benefits of delaying Social Security until full retirement age can also help low- and moderate-income workers improve their retirement readiness.
When Robo Advisers Struggle to Scale
While automated client service now plays a key role for many advisory firms, investors who accumulate substantial assets will always want and need a human adviser, especially when markets are volatile.
A Status Report on Private Equity in Defined Contribution Plans
It’s been a roller coaster ride for PE firms looking to break into the U.S. DC plan market.
Market Mirror Market Mirror Graph

Yesterday, the Dow was virtually unchanged at 35,091.13, the Nasdaq decreased 82.34 points (0.58%) to 14,015.67, and the S&P 500 was down 16.66 points (0.37%) at 4,483.87. The Russell 2000 increased 10.25 points (0.51%) to 2,012.60, and the Wilshire 5000 closed 108.49 points (0.24%) lower at 45,135.79.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.923%. The price of the 30-year Treasury bond decreased 2/32, bringing its yield up to 2.226%.

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