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Weekday news and analysis for retirement plan advisers
Wednesday, July 07, 2021
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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.
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Today’s Most Read
1. What Exactly Is Driving the Great Resignation?
2. Risks and Rewards of Managed Accounts
3. John Hancock Defeats ERISA Foreign Tax Credit Lawsuit
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 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.
PLANADVISER Webinar Advisory Firm Culture sponsored by Wells Fargo Advisors
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters every bit as much as its financials. The topic of firm culture is likewise central to discussions about some of the adviser industry’s most pressing challenges and biggest opportunities. But what, exactly, is firm culture, and what does it take to build a positive and productive environment for staff and leadership alike?
Sponsored by American Century Investments
When Bull & Bear Collide: Target-Date Evaluation in Volatile Times
Please join American Century Investments’ Rich Weiss, Nancy Pilotte, and Glenn Dial as they discuss how disciplined target date fund management can help ease the impact of volatility on DC investors’ portfolios. We’ll share current insights on: • The economic outlook and inflection points • The impact of volatility on retirement readiness • Target date strategies for uncertain markets • The importance of suitability in target-date selection and monitoring
Sponsored by American Century Investments
In-Plan Guaranteed Income: What Do Sponsors and Participants Want?
85% of DC plan participants wish their employer’s retirement plan had an option to help generate income in retirement. Meanwhile, 8 in 10 sponsors agree that participants need in-plan income options – yet less than a quarter are very familiar with the SECURE Act safe harbor (1). Please join us as Glenn Dial, Senior Retirement Strategist at American Century Investments, shares these and other recent insights on sponsor and participant demand for in-plan retirement income solutions. Highlights include: • Product features that get high – and low – marks • Why “annuity” is a dirty word – and what types of products hold the most appeal • Fiduciary and implementation considerations for sponsors (1) Greenwald Research 2021 In-Plan Insights Program.
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