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Weekday news and analysis for retirement plan advisers
Monday, May 03, 2021
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Compliance
DOL Investigation Lessons Learned From Long Experience
Drawing on their collective decades of experience working inside and outside the DOL, a panel of expert ERISA attorneys convened this week by Faegre Drinker had a lot of timely lessons to share regarding investigations of investment advisers.
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Upcoming Webinar: Key Topics in Succession Planning
Join us May 11 at 2 p.m. EST for a timely and informative webinar on the crucial topic of succession planning.
Today’s Most Read
1. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2. 2023 Retirement Plan Adviser of the Year Finalists
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
iJoin's Explore Is Actionable Financial Wellness Tool
The solution connects the retirement plan experience with financial wellness education and planning.
Lifetime Income Illustrations
Preparing committees for this SECURE Act requirement.
Wanta Be a PPP?
Advisers can find many ways to serve pooled employer plans.
Market Mirror Market Mirror Graph

Friday, the Dow was down 185.51 points (0.54%) to end at 33,874,75, the NASDAQ gave up 119.87 points (0.85%) for a 13,962.68 close, and the S&P 500 lost 30.30 points (0.72%) for a 4,181.17 finish. The Russell 2000 lost 29.01 points (1.26%) to fall to 2,266.45, and the Wilshire 5000 was down by 350.87 points (0.79%) for a 43,870.09 close. The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.648%, and the price of the 30-year Treasury bond was down 0.32, increasing its yield to 2.315%. WEEK’S WORTH: For the week ended April 29, the Dow was down 0.50%, the S&P 500 was up 0.02%, and the NASDAQ declined by 0.39%. the Russell 2000 was off by 0.24%, and the Wilshire 5000 ticked downwards by 0.01%.

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