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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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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. Answering Questions About SECURE 2.0 Catch-Up Provisions
2. Income Target-Funds Reach $22B in Assets in 2024
3. DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
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.
March 12, 2025
Understanding Adviser Value
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.
June 11, 2025
Retirement Plan Advisers of the Year in Conversation
2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.
September 10, 2025
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
December 10, 2025
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead.
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.
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