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Weekday news and analysis for retirement plan advisers
Wednesday, June 16, 2021
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DATA & RESEARCH
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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Compliance
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. TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
2. DOL Announces Anticipated ESG Fiduciary Investing Rule
3. Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
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 offering key insights and analysis about the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
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