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Weekday news and analysis for retirement plan advisers
Wednesday, June 30, 2021
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Practice Management
Women in C-Suite Roles Remain Scarce, Even as More Enter Financial Services
More women are working in the financial services industry, yet research shows they continue to be underrepresented in executive leadership. Even if the relatively small representation means it is a slow progression, women have already made important strides in the financial services sector.
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A Markedly Positive Mid-Year Market Check-In
Millions of jobs have returned as the country has reopened, thanks to the positive impact of the COVID-19 vaccination program, but as the U.S. enters the second half of the year, sources say some ‘problems of success’ have emerged.
Today’s Most Read
1. What Exactly Is Driving the Great Resignation?
2. Risks and Rewards of Managed Accounts
3. Another Circuit Court Rules on ERISA Arbitration Rules
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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.
House Committees Build Consensus on ‘SECURE 2.0’
As evidenced by Wednesday morning’s House Education and Labor Committee hearing, retirement security is a topic where strong bipartisan consensus is possible, even in an intensely divided Congress.
Market Mirror Market Mirror Graph

Tuesday, the Dow increased 9.02 points (0.03%) to 34,292.29, the Nasdaq closed 27.83 points (0.19%) higher, and the S&P 500 was up 1.19 points (0.03%) at 4,291.80. The Russell 2000 was down 13.50 points (0.58%) at 2,308.84, and the Wilshire 5000 decreased 15.03 points (0.03%) to 45,094.91.

The price of the 10-year Treasury note was unchanged, with its yield down to 1.474%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.093%.

Industry Intel Roundup
Barnabas Health Latest to Settle ERISA Suit

A settlement has been struck in an ERISA lawsuit involving the New Jersey-based health care provider a little more than a year after a judge allowed the case to proceed past the defense’s motion to dismiss.

‘Massive’ Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya

The SEC says the charges and settlement show even the most sophisticated institutional investors, like pension funds, can become victims of wrongdoing.

Why Small Business Owners Often Resist 401(k)s

Two of the reasons most commonly cited by small business owners for not offering a retirement plan are the beliefs that their business is too small to qualify and that they can’t afford a match.

How Technology and Personal Values Can Help Advisers Build Trust

Both retail and institutional investors see technology as a means of creating more transparency and broadening access to markets and advisory products.

Physical Presence Requirement Relief Extended Again

The additional extension comes after they IRS solicited public comments on whether relief from the physical presence requirement should be made permanent.

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