PLANADVISERdash – June 14, 2022

Weekday news and analysis for retirement plan advisers

Tuesday, June 14, 2022

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COMPLIANCE

Significant New Corrections Opportunities Stem From IRS Program

The IRS has begun sending pre-audit letters to plan sponsors whose retirement plans have been selected for upcoming audits, giving them 90 days to identify, correct and disclose any compliance issues.

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Cybersecurity Is Everyone’s Responsibility

Retirement benefit plans have deep pockets—filled with both assets and sensitive information—so it only makes sense that they are a growing target for cyberthieves.

Today’s Most Read

1.	Franklin Templeton to Acquire Putnam for $925 Million
2.	Human Interest Offers 3% Cash Back for New Retirement Savers
3.	Congress Says It Will Fix at Least 4 Errors in SECURE 2.0

Best Interest Reasons for a Rollover

PTE-2020-2 allows for circumstances that outweigh an IRA’s costs.

What Participants Want

The PLANSPONSOR Participant Survey gives insights into advice preferences.

In Many Ways, ESG Is Nothing New

While often spoken about as a new or emerging phenomenon, the practice of building portfolios that address environmental, social and governance concerns goes back to the late 19th century.

Market Mirror

Monday, the Dow dropped 876.05 points (2.79%) to 30,516.74, the Nasdaq fell 530.80 points (4.68%) to close at 10,809.23, and the S&P 500 decreased 151.23 points (3.88%) to 3,749.63. The Russell 2000 was down 85.69 points (4.76%) to 1,714.60, and the Wilshire 5000 decreased 1,624.04 points (4.18%) to 41,617.86.

The price of the 10-year Treasury note fell 1 30/32 bringing its yield up to 3.382%. The price of the 30-year Treasury bond decreased 3 1/32 bringing its yield up to 3.369%.

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