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Weekday news and analysis for retirement plan advisers
Tuesday, June 29, 2021
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Data & Research
GAO Studies Retirement Plan Climate Change Risk Assessments
The agency recommended that the Federal Retirement Thrift Investment Board (FRTIB) evaluate the risk of climate change on the Federal Thrift Savings Plan (TSP)’s investment offerings.
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Producers Beware: More States Adopt NAIC Annuity Suitability Framework
Earlier this month, Alabama became the 13th state to adopt enhanced consumer protections for purchasers of annuities, based on a framework put forward by the National Association of Insurance Commissioners.
Today’s Most Read
1. Franklin Templeton to Acquire Putnam for $925 Million
2. Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
3. SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
A Few Key Lessons to Learn From Wealth Managers
Guidance about investing and the accumulation of assets is only the beginning of genuine financial planning—a fact that has already been embraced by forward-thinking wealth managers.
IRS Considering Whether Physical Presence Requirement Relief Should Be Permanent
The agency has again extended relief previously provided from the physical presence requirement for participant elections required to be witnessed by a plan representative or a notary public.
Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
Market Mirror Market Mirror Graph

Yesterday, the Dow closed 150.57 points (0.44%) lower at 34,283.27, the Nasdaq gained 140.12 points (0.98%) to finish at 14,500.51, and the S&P 500 closed 9.91 points (0.23%) higher at 4,290.61. The Russell 2000 decreased 12.06 points (0.52%) to 2,322.34, and the Wilshire 5000 increased 72.00 points (0.16%) to 45,109.95.

The price of the 10-year Treasury note increased 27/32, bringing its yield down to 1.477%. The price of the 30-year Treasury bond climbed 1 24/32, decreasing its yield to 2.099%.

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