Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 23rd, 2021

15th Anniversary of RPAY: Ellen Lander

“I started RBA from scratch, coming out of a major retirement plan recordkeeping firm,” says Ellen Lander at Renaissance Benefit Advisors Group. “My practice began with a whole lot of conviction on my part—but only one 401(k) client. The practice grew from there, solely through client referrals, all starting with that one client, who remains a client today.” Read more >
Senate Confirms Marty Walsh as Labor Secretary
The full Senate voted Monday evening to approve the nomination of Boston Mayor Marty Walsh to lead the U.S. Department of Labor at critical time for the U.S. economy and its workforce. Read more >
From Ohio to Virginia, More States Look to Update Annuity Standards
The states’ embrace of the NAIC annuity transaction suitability framework comes as experts are raising broader questions about the durability of the SEC’s Regulation Best Interest, on which the insurance standards are partly based. Read more >
SEC Consolidates Climate, ESG Information
A new webpage brings together all the agency’s actions and information as a response to increased investor demand for climate and ESG investing. Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Biden’s First Veto Keeps DOL’s ESG Rule in Place
2023 Retirement Plan Adviser of the Year Finalists
Experts Predict Major Growth in Retirement Coverage, Benefits
Complying With the Custody Rule and the New Custody Proposal
Capital Group Offers Resources to Help Advisory Practices Grow
Its new PracticeLab will include regular webinars with financial planning specialists at the firm. Read more >
How to Choose a PEP
As pooled employer plans go live, advisers assume a new guiding role. Read more >
Market Mirror
Yesterday, the Dow was up 103.23 points (0.32%) at 32,731.20, the Nasdaq climbed 162.31 points (1.23%) to 13,377.54, and the S&P 500 closed 27.49 points (0.70%) higher at 3,940.59. The Russell 2000 lost 20.70 points (0.91%) to finish at 2,266.84, and the Wilshire 5000 increased 227.61 points (0.55%) to 41,670.74. The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.691%. The price of the 30-year Treasury bond increased 8/32, bringing its yield down to 2.398%.
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