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Weekday news and analysis for retirement plan advisers
Tuesday, March 22, 2022
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COMPLIANCE
SEC Votes to Propose Climate-Related Disclosure Rules
Supporters of the new proposal say it represents a positive move that will not only increase the availability to investors of more consistent climate-related data, but also increase the accountability placed on companies.
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Compliance
Lawsuit Accuses Raytheon of Violating Rehires’ Benefits Rights
A former employee claims he wasn’t told he could repay to the company’s retirement plan his previous distribution and that the company miscalculated the offset of that distribution to his benefits.
Today’s Most Read
1. Human Interest Offers 3% Cash Back for New Retirement Savers
2. Retirement Industry People Moves
3. Pilot Sues American Airlines Due to ESG 401(k) Investing Strategy
Short-Term Inflation Will Dramatically Increase Retirement Health Care Costs
The average 55-year-old couple can expect to pay an additional $160,712 for health care in retirement because of inflation, according to HealthView Services’ estimates.
Advisers Can Assist Participants With Spending Safely in Retirement
With a new retirement withdrawal projection from J.P. Morgan, advisers have a tool to help participants gradually spend down accumulated balances.
The Biggest Retirement Plan Leakage Triggers and Costs for Participants
The paper finds that about 25% of contributions by pre-retirement-age individuals leaked between 2003 and 2005, and that this increased to roughly one-third in 2010.
Best Execution Standard
Professionals must meet this bar, to apply PTE 2020-02.
Market Mirror Market Mirror Graph

Yesterday, the Dow lost 201.94 points (0.58%) to finish at 34,552.99, the Nasdaq closed 55.38 points (0.40%) lower at 13,838.46, and the S&P 500 was down 1.94 points (0.04%) at 4,461.18. The Russell 2000 fell 20.21 points (0.97%) to 2,065.94, and the Wilshire 5000 decreased 86.56 points (0.19%) to 44,923.03.

The price of the 10-year Treasury note decreased 1 3/32, bringing its yield up to 2.297%. The price of the 30-year Treasury bond fell 1 32/32, increasing its yield to 2.522%.
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