March 8th, 2021

The Importance of EBSA Disaster Relief Notice 2021-01 The prescheduled phase-out of the coronavirus disaster declaration had created a ‘compliance conundrum,’ which the DOL has now addressed by issuing additional guidance. Read more > When Asked About Benefit Trade-Offs, Participants Show Preference for Guarantees The 2020 PLANSPONSOR Participant Survey also shows that company matches really matter to retirement plan participants. Read more > 2021 PLANSPONSOR Plan Adviser of the Year Nominations Open Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers. Read more > Are You Leaving the Door Open? Advisers may be overlooking points of entry to their data—what they can do to prevent cyber theft Read more > A Question of Liability When the rash of litigation yields scant legal precedent, what can advisers take away? Read more > MOST READ ARTICLES

The Tax Distinction Education on saving should include a tax talk, but what can advisers safely say? Read more > The Pandemic Effect Many have dipped into their retirement savings, and some have even stopped or reduced their contributions. Read more > Market Mirror Friday, the Dow surged by 572.16 points (1.85%) to 31,496.30, the NASDAQ rose by 196.88 points (1.55%) to 12,920.15, and the S&P 500 was up by 73.47 points (1.95%) to close at 3,841.94. The Russell 2000 soared by 45.11 points (2.11%) for a 2,192.21 close, and the Wilshire 5000 gained 722.42 points (1.81%) for a 40,564.86 close. The price of the 10-year Treasury note declined by 1/32, increasing its yield to 1.578%, and the price of the 30-year Treasury bond was up 2/32, lowering its yield to 2.311%.     WEEK’S WORTH: For the week ended March 5, the Dow was up 1.82%, the S&P 500 was up 0.81%, and the NASDAQ declined by 2.06%. The Russell 2000 was off by 0.40%, and the Wilshire 5000 inched upwards by 0.14%.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 400, Rockville, MD 20850