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Weekday news and analysis for retirement plan advisers
Friday, July 09, 2021
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Data & Research
Average 401(k) Equity Allocation Surpasses 70%
The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to the highest level in 20 years. Investor have certainly benefitted from taking significant equity risk, but it’s also important to think about what comes next. 
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Data & Research
Principal Selects Edelman for Retirement Advice and Financial Wellness Offering
Select large employers on Principal's recordkeeping platform can provide access to Edelman Financial Engines’ financial planners, an array of financial education tools and online advice.
Today’s Most Read
1. Barnabas Health Latest to Settle ERISA Suit
2. The Role of the 401(k) in Today’s Tight Labor Market
3. Excessive Fee ERISA Complaint Targets Cook Group
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.
SEPs, SIMPLEs and More: Growing a Practice With Smaller Clients

This hourlong editorial-driven webinar will feature a panel of micro-market experts addressing the related topics of efficiently and profitably serving this end of the retirement planning market. We will cover the basics of SEPs, SIMPLEs and other savings arrangement, before exploring the many opportunities this client segment affords.

Advisers Have Opportunities to Help Sponsors and Participants Address Retirement Risks
Advisers can help retirement plan sponsors implement investment and withdrawal options and start conversations with participants who are reluctant to share their fears.
Investment Product and Service Launches
MFS makes changes to CIT line and Diligend and eVestment partner on data exchange platform.
Market Mirror Market Mirror Graph

Thursday, the Dow lost 259.86 points (0.75%) to finish at 34,421.93, the Nasdaq closed 105.28 points (0.72%) lower at 14,559.79, and the S&P 500 decreased 37.31 points (0.86%) to 4,320.82. The Russell 2000 was down 21.17 points (0.94%) at 2,231.68, and the Wilshire 5000 fell 389.94 points (0.86%) to 45,112.83.

The price of the 10-year Treasury note was up 24/32, decreasing its yield to 1.300%. The price of the 30-year Treasury bond increased 26/32, bringing its yield down to 1.924%.

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