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March 10th, 2021 |
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| What Advisers Should Know About RMD Rule Changes | |
A new research report out of the Wharton School suggests changes to required minimum distribution (RMD) rules might not have as big an impact in practice as many might expect, though one subset of clients seems likely to benefit the most from an older RMD age.
Read more > | | | The Tax Distinction | |
Education on saving should include a tax talk, but what can advisers safely say?
Read more > | | | Advisers Giving Back: The Barry Family | | John Barry says giving back has always been important to his firm and his family, though the means of doing so have shifted over the years, from coaching youth sports to mentoring the first-ever rising class of female Eagle Scouts.
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| PLANADVISER Practice Benchmarking Survey | | When advisers evaluate the success of their practice for 2020, they will need to factor in the influence of COVID-19—and how it has changed business as usual. The PLANADVISER Practice Benchmarking Survey, fielded each October, gives us insight into how retirement plan advisers ran their business over the past year. Especially in 2020, it provides an opportunity to reflect on the differences since last our last survey in light of the pandemic.
Read more > | | | Some Say Union Revival Could Address Retirement Insecurity | | Data from the Bureau of Labor Statistics shows the U.S. now has the fifth lowest trade union density of the 36 member nations of the Organization for Economic Co-operation and Development.
Read more > | | | Market Mirror | | Tuesday, the Dow was up 30.30 points (0.10%) at 31,382.74, the Nasdaq climbed 464.66 points (3.69%) to 13,073.83, and the S&P 500 increased 54.09 points (1.42%) to 3,875.44. The Russell 2000 gained 42.07 points (1.91%) to finish at 2,245.06, and the Wilshire 5000 closed 682.21 points (1.69%) higher at 40,996.21.
The price of the 10-year Treasury note increased 28/32, bringing its yield down to 1.532%. The price of the 30-year Treasury bond climbed 1 28/32, decreasing its yield to 2.240%.
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| Industry Intel Roundup—Thought Leadership | | PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring content from thought leadership authorities. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance. |
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