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Weekday news and analysis for retirement plan advisers
Tuesday, May 17, 2022
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2022 Vision Awards

Tremendous changes have occurred in the retirement plan services industry since PLANADVISER Magazine was founded. No single firm or individual can take credit for the industry’s progress, but it is clear that the work of key leaders and change-makers has played a major role in shaping the retirement plan industry of today. 

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Compliance
Physical Presence Requirement Relief Extended Again
The additional extension comes after they IRS solicited public comments on whether relief from the physical presence requirement should be made permanent.
Today’s Most Read
1. Many Providers Are Prioritizing Participant Financial Advice in 2023
2. OneDigital Acquires $500M Florida Retirement and Wealth Management Shop
3. A Reminder to Avoid Fraudulent Hardship Withdrawals
24 States Have Now Adopted the NAIC Annuity Transaction Framework
With South Carolina joining the party, nearly half of all states have now adopted enhanced consumer protections applying to the sale of annuities, as developed by the National Association of Insurance Commissioners.
Retiree Health Care Costs Jump After Brief Respite
The total projected cost of health care for a healthy couple retiring at age 65 is now well in excess of $300,000.
Finding Safety From Fee Pressures
As competition continues to grow and clients expect more services for their fees, enterprising advisers focus on both protecting existing revenue sources and adding new revenue streams.
The Evolving Nature of Debt Across Generations
Even if you take away the influence of debt, one researcher says, people are feeling substantial stress in preparing for retirement. Add debt to the picture, and stress can skyrocket.
Market Mirror Market Mirror Graph

Monday, the Dow was up 26.76 points (0.08%) to 32,223.42, the Nasdaq fell 142.21 points (1.20%) to 11,662.79, and the S&P 500 decreased 15.88 points (0.39%) to 4,008.01. The Russell 2000 closed 9.24 points (0.52%) lower at 1,783.43, and the Wilshire 5000 lost 236.12 points (0.59%) to finish at 39,786.15.

The price of the 10-year Treasury note was up 4/32, decreasing its yield to 2.878%. The price of the 30-year Treasury bond was down 3/32, increasing its yield to 3.100%.

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