Today’s Most Read
1. Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
2. Weighing Active Management in DC Plans
3. CAPTRUST, T. Rowe, NBS Team Up on ‘MEP-PEP Alternative’ for Small Clients
PLANADVISERdash – June 4, 2021
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Weekday news and analysis for retirement plan advisers
Friday, June 04, 2021
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The New Retirement Income Vernacular
DCIIA has published a new glossary on esoteric retirement income terms that advisers may not have heard of.
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Aon Aims to Sell U.S. Retirement Business to PE Firm Aquiline
The firm also intends to sell the Aon Retiree Health Exchange business to Alight, at least in part to head off potential antitrust concerns associated with its ongoing merger with Willis Towers Watson.
2021 Practice Progress Series
Upcoming Webinar: DCIO Evolution

Join us Thursday June 8 at 2 p.m. EST as we discuss the past, present and future of the defined contribution investment only (DCIO) marketplace.

Employees and Employers Are Paying Attention to Annuities
Research from SRI anticipates the annuity market to grow as much as 30% by 2025.
The Why Behind Moneta’s Self-Funded Trust Company
The leadership team at Moneta says the firm’s recent launch of its own trust company fortifies its independence and commitment to helping clients transfer their wealth from one generation to the next.
Investment Product and Service Launches
MSCI new framework to evaluate decarbonization targets and Vanguard announces upcoming changes for dividend funds.
RIA in a Box Enables Automated Communications Archiving and Review
It also helps wealth management RIAs be better prepared for examinations.
Market Mirror Market Mirror Graph

Thursday, the Dow was down 23.34 points (0.07%) to 34,577.04, the NASDAQ was down by 141.82 points (1.03%) and the S&P 500 was also down, by 15.27 points (0.36%), for a 4,192.85 close. The Russell 2000 lost 18.59 points (0.81%) to end at 2,279.25, and the Wilshire 5000 gave up 242.48 points (0.55%) to land at 43,846.03. The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.625%, and the price of the 30-year Treasury bond was down 28/32, increasing its yield to 2.302%. 

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