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Weekday news and analysis for retirement plan advisers
Wednesday, May 26, 2021
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A Plan Feature Run Wild
“We sold the idea as, ‘Hey, if you ever need it, your savings will be available to you in the form of a loan,’” recalls Jamie Greenleaf, lead adviser at Cafaro Greenleaf, in Red Bank, New Jersey. “Unfortunately, that plan design became the norm,” she adds.
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Russell Investments Draws Self-Dealing Scrutiny
Plaintiffs in a new ERISA lawsuit say Caesars Entertainment allowed Russell Investments to pack its plan with proprietary investment options, to the disadvantage of plan participant outcomes.
Today’s Most Read
1. Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
2. Weighing Active Management in DC Plans
3. CAPTRUST, T. Rowe, NBS Team Up on ‘MEP-PEP Alternative’ for Small Clients
Bill Would Allow Retirement Plans to Use ESG Investments
The legislation, which follows a year of back-and-forth on ESG investing, would amend ERISA to make it clear that plans may consider ESG factors in their investment decisions.
FPS, iJoin Offer Automatic Rollovers From 401(k)s to IRAs
The service is designed for small accounts with less than $5,000.
MyVest CEO Sees a Tech-Enabled Future Rapidly Approaching
The challenges presented by the coronavirus pandemic have accentuated and accelerated the digital transformation that was already underway in the U.S. advisory and wealth management space.
Market Mirror Market Mirror Graph

Tuesday, the Dow closed 81.52 points (0.24%) lower at 34,312.46, the Nasdaq was down 4.00 points (0.03%) at 13,657.17, and the S&P 500 decreased 8.92 points (0.21%) to 4,188.13. The Russell 2000 fell 21.59 points (0.97%) to 2,205.75, and the Wilshire 5000 lost 123.70 points (0.28%) to finish at 43,627.58.

The price of the 10-year Treasury note was up 4/32, decreasing its yield to 1.555%. The price of the 30-year Treasury bond climbed 32/32, bringing its yield down to 2.256%.

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