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 | When, How (and Whether) to Return to the OfficePresenters will consider how the role of office space has changed, what digital tools have proven most effective, and how client expectations have shifted. We will also cover the latest pandemic updates. Join us TODAY at 2 p.m. EST! Read more > |
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| 401(k) Plan Administrator Sues VALIC Over Surrender Fees Charged to Plan | |
| The insurer is charged with engaging in a prohibited transaction under ERISA when the fees were charged during a move to a new provider, as well as with self-dealing. Read more > | |
| Client Considerations as PEPs Come Online | |
| Sources say advisers should expect more questions about pooled employer plans as the year unfolds and this new marketplace develops. Read more > | |
| Advisers Giving Back: Winfred Boyce Jr. | |
| Winfred Boyce Jr. doesn’t consider himself a history buff or an aviation fanatic, but his interest in working with the Tuskegee Airmen’s Atlanta Chapter runs deep and reflects his commitment to giving back. Read more > | |
| Market Mirror | |
| Yesterday, the Dow was down 89.28 points (0.29%) at 31,008.69, the NASDAQ lost 165.54 points (1.25%) to finish at 13,036.43, and the Wilshire 5000 closed 25.07 points (0.66%) lower at 3,799.61. The Russell 2000 was virtually unchanged at 2,091.01, and the Wilshire 5000 decreased 224.92 points (0.56%) to 40,161.16. The prices of the 10-year Treasury note and 30-year Treasury bond were each down 2/32, increasing their yields to 1.139% and 1.884%, respectively. | |
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