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 | Client Relationship SummaryForm CRS must be delivered to a “retail investor.” There are two components to the definition of retail investor—that the investor: 1) must be a natural person or his/her legal representative, and 2) seeks to receive or receives services primarily for personal, family or household purposes. Read more > |
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| 403(b) Plan’s Use of Actively Managed TDFs Challenged in Lawsuit | |
| The lawsuit also accuses plan fiduciaries of failing to monitor total plan costs. Read more > | |
| Financial Benefits Marketplace Offered by Ayco | |
| The Ayco Marketplace offers both proprietary solutions and curated products and services from other organizations addressing a variety of financial needs. Read more > | |
| Voya Offers SAVVI’s COVID Relief Planning Assistant | |
| Employees of Voya’s clients whose income has been affected by the COVID-19 pandemic will be able to get a personalized short-term financial action plan. Read more > | |
| Market Mirror | |
| Tuesday, the Dow fell 396.85 points (1.51%) to 25,890.18, the NASDAQ closed 89.76 points (0.86%) lower at 10,343.89, and the S&P 500 decreased 34.40 points (1.08%) to 3,145.32. The Russell 2000 was down 26.89 points (1.86%) at 1,416.00, and the Wilshire 5000 lost 295.15 points (0.91%) to finish at 32,083.95. The price of the 10-year Treasury note was up 4/32, decreasing its yield to 0.638%. The price of the 30-year Treasury bond increased 1 29/32, bringing its yield down to 1.371%. | |
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