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Weekday news and analysis for retirement plan advisers
Tuesday, June 22, 2021
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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.
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Closing the Racial Wealth Gap
A Morningstar panel discussed how Black investors can build wealth and how financial professionals can help them.
Today’s Most Read
1. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2. Biden’s First Veto Keeps DOL’s ESG Rule in Place
3. 2023 Retirement Plan Adviser of the Year Finalists
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.
Sponsored by Invesco
Watch Your Language: Rethinking How We Communicate With Participants
Learn more from our three key insights on how to communicate with participants.
Investing With HSAs
To save for health expenses in retirement can be accelerated.
Market Mirror Market Mirror Graph

Yesterday, the Dow gained 586.89 points (1.76%) to finish at 33,876.97, the Nasdaq closed 111.10 points (0.79%) higher at 14,141.48, and the S&P 500 increased 58.34 points (1.40%) to 4,224.79. The Russell 2000 was up 48.35 points (2.16%) at 2,286.09, and the Wilshire 5000 climbed 596.44 points (1.36%) to 44,359.22.

The price of the 10-year Treasury note decreased 6/32, bringing its yield up to 1.496%. The price of the 30-year Treasury bond fell 2 25/32, increasing its yield to 2.116%.

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