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Weekday news and analysis for retirement plan advisers
Wednesday, May 19, 2021
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The SEC Cites Its Priorities
The Division of Examinations at the Securities and Exchange Commission (SEC) has published its 2021 list of examination priorities, offering the advisory and asset management industry a look into the market regulator’s plans for the coming year.
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Advisers Need to Get Smarter About Life Expectancy
It can be a fraught and distressing topic of conversation, but an honest assessment of a client’s life expectancy is foundational to building an effective financial plan.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Retirement Advisers Increasingly Want PEP Option in Toolbox
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
New T. Rowe Price/FIS Arrangement to Accelerate Recordkeeping Enhancements
Planned enhancements include recordkeeping modernization, additional retirement income experiences and new financial wellness capabilities, among others.
Americans Are Becoming More Optimistic About the Economy
As more people are getting vaccinated, they expect pent-up demand will lead to a boost. 
A Season for Change
Advising clients about the SECURE Act’s new lifetime income safe harbor.
Market Mirror Market Mirror Graph

Tuesday, the Dow lost 267.13 points (0.78%) to finish at 34,060.66, the Nasdaq closed 75.41 points (0.56%) lower at 13,303.64, and the S&P 500 decreased 35.46 points (0.85%) to 4,127.83. The Russell 2000 was down 16.24 points (0.73%) at 2,210.88, and the Wilshire 5000 fell 302.53 points (0.70%) to 43,016.04.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.644%. The price of the 30-year Treasury bond was unchanged, with its yield down to 2.365%.

Industry Intel Roundup
Featured White Paper
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers offering key insights and analysis about the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
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