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Wednesday, June 02, 2021
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Unintended Tax Consequences Arise When the RMD Date Shifts
The concept of extending the age at which one must begin drawing tax-sheltered savings as income in retirement is like candy, one source says: Everybody loves it, but too much of it can be a bad thing.
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Upcoming Webinar: DCIO Evolution
Join us TODAY at 2 p.m. EST as we discuss the past, present and future of the defined contribution investment only (DCIO) marketplace.
Today’s Most Read
1. DOL Issues Final Retirement Security Rule
2. Surprising Retirement Considerations
3. FTC Votes Through Noncompete Rule
Sponsored by Putnam
A new lens on target-date strategies
There’s more to a glide path than a simple fixed-income and equity allocation.
Lowe’s Reaches Settlement in 401(k) ERISA Case
The $12.5 million agreement excludes co-defendant Aon Hewitt.
U.S. Asks Supreme Court to Weigh In on Excessive Fee Claims
U.S. attorneys argue the Court of Appeals’ decision in a case against Northwestern University is incorrect and conflicts with decisions made by the 3rd and 8th Circuits in similar cases.
529 Awareness Is Low—And Stagnant
Despite a lack of knowledge about the accounts, experts say the potential for growth in these products is high.
Market Mirror Market Mirror Graph

Tuesday, the Dow closed 45.86 points (0.13%) higher at 34,575.31, the Nasdaq decreased 12.26 points (0.09%) to 13,736.48, and the S&P 500 was down 2.07 points (0.05%) at 4,202.04. The Russell 2000 gained 25.77 points (1.14%) to finish at 2,294.74, and the Wilshire 5000 increased 49.10 points (0.11%) to 44,015.46.

 

The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.613%. The price of the 30-year Treasury bond decreased 27/32, bringing its yield up to 2.290%.
Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars 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.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
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