Planadviser Logo
Weekday news and analysis for retirement plan advisers
Thursday, July 29, 2021
Exclusives | Awards | Research | Events
Financial Wellness
A $500 Step Towards Financial Wellness
The nonprofit financial wellness provider SaverLife has teamed up with the KFC Foundation to meet the straightforward but ambitious goal of ensuring KFC workers can amass $500 in emergency savings.
News Feed Quick Links
Deals & People
Practice Management
Client Service
Data & Research
New Bill Would Change Saver’s Credit to Government Match
The Encouraging Americans to Save Act would expand the saver’s tax credit and add a COVID-19 recovery bonus for middle- to low-income workers.
Today’s Most Read
1. Creative Planning CIO Jim Williams Dies at 46
2. Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
3. Investment Product & Service Launches
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two approaches to asset allocation. As it turns out, balanced funds, though less popular, might deserve another look.
2021 Practice Progress Webinar Series
The Future of Health Care—and What It Means for Retirement Planning

As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century. 

Live webinar


Aug. 10, 2021

2:00 p.m. EST 

Agenda Published: 2021 PLANADVISER National Conference
Peruse the agenda and sign up here!
How Leaders Are Addressing the Adviser Gender Gap
Although they make up more than half the population, currently less than 20% of financial advisers are women. This raises the question of just what is so unwelcoming about the advisory business.
A Well-Informed Look at the EBSA’s Terminated Vested Participant Project
Justine Kim worked as a DOL investigator from 2006 to 2018. In this guest article, she offers tips for advisers about the ongoing Terminated Vested Participant Project, which has resulted in many millions of dollars in fines and penalties for plan sponsors.
Market Mirror Market Mirror Graph

Wednesday, the Dow decreased 127.59 points (0.36%) to 34,930.93, the Nasdaq closed 102.01 points (0.70%) higher at 14,762.58, and the S&P 500 was virtually unchanged at 4,400.64. The Russell 2000 gained 33.12 points (1.51%) to finish at 2,224.96, and the Wilshire 5000 was up 86.45 points (0.19%) at 45,830.70.

The price of the 10-year Treasury note was up 2/32, decreasing its yield to 1.229%. The price of the 30-year Treasury bond increased 25/32, bringing its yield down to 1.886%.

Did someone forward you this newsletter?
Sign up here to get PLANADVISER Dash directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850