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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. TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
2. DOL Announces Anticipated ESG Fiduciary Investing Rule
3. Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
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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
Cumulus Media Granted Summary Judgment in 401(k) Excessive Fee Suit

A court found a separation agreement signed by the plaintiff when his employment with the company terminated precludes the lawsuit.

Advocacy Continues for Retirement-Related Provisions in Budget Draft, Other Bills

Industry professionals who work with lawmakers in Washington say they remain hopeful that retirement security issues will be addressed in the federal government’s budget for fiscal year 2022.

Well-Funded HSAs Are a Retirement ‘Superpower’

Having an HSA going into retirement is ‘incredibly powerful,’ experts say, because money is being saved and spent as efficiently as possible.

A Year of Disruption Spotlights Tech, Cybersecurity

Advisers are increasingly focused on Social Security marketing, technology that can deliver investment personalization, and cybersecurity.  

Market Watchers Focus on Inflation

Some capital markets experts say the ‘transitory message’ on inflation from the U.S. Federal Reserve is beginning to overstay its welcome.

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