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Weekday news and analysis for retirement plan advisers
Wednesday, June 16, 2021
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New WIPN Research Compares ‘Advocates’ and ‘Mentors’
Mentors are like gurus—they are critical sources of information and inspiration—but the group says a true workplace ‘advocate’ can do a lot more to help people from underrepresented groups succeed in the financial services industry.
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Data & Research
Retirement Plan Clients Should Anticipate DOL Cybersecurity Inquiries
Attorneys have confirmed that the DOL has begun an audit initiative and is asking for a broad range of cybersecurity information and documentation.
Today’s Most Read
1. It’s Time We Stopped Evaluating Managed Accounts from 2006
2. The Expansive Reach of the DOL’s Proposed Fiduciary Rule
3. Empower Reports Year-Over-Year Growth in Workplace, Wealth
Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’ 
Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine what they want to do when they stop working.
John Hancock Introduces Fully Transactional Mobile App
It gives users access to their accounts and retirement income projections in the palm of their hand.
When ‘Eating Your Own Cooking’ Becomes Self-Dealing
One conclusion that can be drawn from the rash of self-dealing lawsuits filed in the retirement plan services industry is that providers must be just as diligent as their clients when it comes to prudently and loyally delivering workplace retirement benefits—perhaps even more so.
Market Mirror Market Mirror Graph

Tuesday, the Dow closed 94.42 points (0.27%) lower at 34,299.33, the Nasdaq lost 101.29 points (0.71%) to finish at 14,072.86, and the S&P 500 decreased 8.56 points (0.20%) to 4,246.59. The Russell 2000 was down 6.07 points (0.26%) at 2,320.07, and the Wilshire 5000 fell 139.37 points (0.31%) to 44,535.80.

The price of the 10-year Treasury note was unchanged, with its yield down to 1.497%. The price of the 30-year Treasury bond decreased 24/32, bringing its yield up to 2.193%.

Industry Intel Roundup Featured White Paper
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers 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.
Keep up to date with PLANADVISER’s Industry Intelligence
Stay ahead of industry news and trends by checking this page regularly for the latest sponsored white papers.
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