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Weekday news and analysis for retirement plan advisers
Tuesday, January 04, 2022
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Practice Management
Can the Adviser Industry Make Real DE&I Progress in 2022?
Experts who work on adviser industry diversity, equity and inclusion efforts see reasons for optimism in the New Year, but they are also realistic about the size, scope and deep-seated nature of the challenges they face.
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DB Plans Should Invest to Achieve Set Objectives in 2022
Protecting funded status, addressing inflation risk, adding value, and more are among suggestions from consultants and asset managers.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. A Reminder to Avoid Fraudulent Hardship Withdrawals
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
The Greening of Proxy Voting
ESBA’s rule, making voting more transparent, will call for new adviser services.
Informational Copies of 2021 Form 5500 Published by DOL
In addition to the Form 5500 informational copies, the IRS has also released the 2021 Form 5500-EZ and related instructions.
The Role of Firm ‘Culture’ in an Evolving Industry
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters as much as its financials—but what, exactly, is firm culture?
Market Mirror Market Mirror Graph

Yesterday, the Dow gained 246.76 points (0.68%) to finish at 36,585.06, the Nasdaq closed 187.83 points (1.20%) higher at 15,832.80, and the S&P 500 increased 30.38 points (0.64%) to 4,796.56. The Russell 2000 was up 27.24 points (1.21%) at 2.272.56, and the Wilshire 5000 climbed 328.21 points (0.68%) to 48,789.37.

The price of the 10-year Treasury note decreased 1 1/32, bringing its yield up to 1.636%. The price of the 30-year Treasury bond fell 2 30/32, increasing its yield to 2.033%.

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