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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. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2. Biden’s First Veto Keeps DOL’s ESG Rule in Place
3. Experts Predict Major Growth in Retirement Coverage, Benefits
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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
Pros and Cons of the SEC Market Structure Proposals

The four market structure proposals from December have nuanced interactions and elicited different opinions from industry experts.
Why 529 Education Savings Plans Are More Valuable Than Ever

The SECURE 2.0 Act makes 529s a more appealing investment and potentially an easy financial wellness option for sponsors intimidated by the student loan matching provision.
Retirement Industry People Moves

Asset Management hires emerging markets head; FuturePlan appoints divisional VP; KKR names chief investment strategist; and more.
Non-Immediate Vesting Does Not Help Companies Retain Employees

According to retirement experts at an EBRI hosted webinar, vesting forfeitures are easy to time and easy to outweigh with pay raises from another employer.
Experts Predict Major Growth in Retirement Coverage, Benefits

By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.  
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