PLANADVISERdash – March 10, 2022

Weekday news and analysis for retirement plan advisers

Thursday, March 10, 2022

Exclusives

Awards

Research

Events

Sounding the Alarm on Gender Inequality in Retirement

A recent U.S. House Education and Labor Committee hearing covered several retirement-related topics, including how to increase pay and benefit equity for women in the workforce.

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Investing

Compliance

DOL Amends Certain Prohibited Transaction Exemptions

The amendments remove credit rating requirements related to the evaluation of non-convertible debt securities, commercial paper and securities lending transactions.

Today’s Most Read

1.	Franklin Templeton to Acquire Putnam for $925 Million
2.	Human Interest Offers 3% Cash Back for New Retirement Savers
3.	Congress Says It Will Fix at Least 4 Errors in SECURE 2.0

Josh Itzoe Launches FiduciaryRx Platform

The former Greenspring Advisors professional describes FiduciaryRx as a modern tech platform that empowers advisers to improve the ‘fiduciary wellness’ of their plan sponsor clients.

Getting to Yes

When alignment on plan-design changes requires overcoming common objections.

An Objectivity Lesson

The more objective the presentation, the less likely it will seem like advice.

Market Mirror

Wednesday, the Dow rose 653.61 points (2.00%) to 33,286.25, the Nasdaq gained 460.00 points (3.60%) to finish at 13,255.55, and the S&P 500 closed 107.18 points (2.57%) higher at 4,277.88. The Russell 2000 increased 53.28 points (2.71%) to 2,016.29, and the Wilshire 5000 climbed 1,138.88 points (2.71%) to 43,128.31.

The price of the 10-year Treasury note decreased 31/32, bringing its yield up to 1.945%. The price of the 30-year Treasury bond fell 2 2/32, increasing its yield to 2.322%.

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