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Weekday news and analysis for retirement plan advisers
Wednesday, January 05, 2022
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Investing
Increasing Exposures to Private Equity Boosts Retirement Security
Swapping target-date fund equity allocations for private equity investments in defined contribution retirement plans resulted in more participants being able to retire at age 65 without running short of money in retirement, according to new research from the Employee Benefit Research Institute. 
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Basic Market Lessons Reinforced by 2021
Among the takeaways one investment expert has from the year is that structural forces have a large influence on interest rates and may keep them relatively low despite the efforts of policymakers.
Today’s Most Read
1. Supreme Court Rules Against Northwestern University in Fee Case
2. Class Certified in 401(k) Plan Trustees’ Lawsuit Against John Hancock
3. What the Supreme Court’s Northwestern Ruling Means in Practice
Creative Planning Acquires Berno Financial Management
One of the first adviser industry acquisition deals of 2022 underscores the trend of retirement plan-focused firms and wealth management firms joining forces.
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.
SEC Charges Underscore Importance of Digital Communication Management
J.P. Morgan Securities has agreed to pay $125 million to resolve what the SEC calls ‘longstanding failures by the firm and its employees’ to maintain and preserve certain digital communications.
Plan Sponsor of the Year Nominations Close Monday!
The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 214.59 points (0.59%) to finish at 36,799.65, the Nasdaq fell 210.08 points (1.33%) to 15,622.72, and the S&P 500 was down 3.02 points (0.06%) at 4,793.54. The Russell 2000 decreased 3.68 points (0.16%) to 2,268.87, and the Wilshire 5000 closed 128.55 points (0.26%) lower at 48,660.81.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.648%. The price of the 30-year Treasury bond decreased 29/32, bringing its yield up to 2.057%.

Industry Intel Roundup
Featured Webcasts
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
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