Planadviser Logo
Weekday news and analysis for retirement plan advisers
Wednesday, July 07, 2021
Exclusives | Awards | Research | Events
Data & Research
Pandemic Proved Value of ‘S-ESOP’ Employee Ownership
Workers at employee-owned S corporations, who invest in and own their employers via ‘S employee stock ownership plans,’ report being on significantly more stable financial ground than other U.S. workers.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
Calling SEP IRA, SIMPLE IRA, and Solo 401(k) Administrators!
Contact the PLANSPONSOR/PLANADVISER Research and Surveys team to learn more about how to be included in our 2021 Small Plan Services Guide.
Today’s Most Read
1. Ascensus to Acquire Vanguard’s Individual 401(k) Business
2. Victory to Acquire Amundi’s $104B U.S. Division
3. Rebutting 7 Retirement Income Concerns
Amid the Pandemic, Advisory Industry Enjoyed Record Demand
New performance research published by the Investment Adviser Association shows the industry ‘defied’ the pandemic during the past year, achieving significant growth across key metrics for the ninth consecutive year.
Court Affirms Arrangement Between Sponsor and Recordkeeper Not a Prohibited Transaction
After reviewing a decision in an ERISA lawsuit against Banner Health, the 10th Circuit also found no reason to order the sponsor to implement an RFP process.
A Few Key Lessons to Learn From Wealth Managers
Guidance about investing and the accumulation of assets is only the beginning of genuine financial planning—a fact that has already been embraced by forward-thinking wealth managers.
Market Mirror Market Mirror Graph

Tuesday, the Dow closed 208.98 points (0.60%) lower at 34,577.37, the Nasdaq was up 24.32 points (0.17%) at 14,663.64, and the S&P 500 was down 8.80 points (0.20%) at 4,343.54. The Russell 2000 lost 31.26 points (1.36%) to finish at 2,274.50, and the Wilshire 5000 decreased 110.30 points (0.24%) to 45,453.09.

The price of the 10-year Treasury note increased 30/32, bringing its yield down to 1.355%. The price of the 30-year Treasury bond climbed 1 6/32, decreasing its yield to 1.980%.
Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
rss icon linkedin-in icon
Unsubscribe | Manage Subscriptions | Contact Us
Copyright ©2024 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 400, Rockville, MD 20850