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Weekday news and analysis for retirement plan advisers
Tuesday, May 04, 2021
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Data & Research
Refining the Language of Retirement
Though the use of confusing jargon remains prevalent, new Invesco survey data suggests the financial services industry has made progress in improving understanding of the defined contribution plan system.
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Join Us for Tried and True Lessons in Succession Planning
Join PLANADVISER’s next editorial webinar on May 11 at 2 p.m. EST; the discussion will feature Alicia Locheed Goodrow, a partner at Culhane Meadows whose practice covers succession and tax planning.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
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Lawsuit Says Changes to University of Tampa 403(b) Plan Made Too Late
The complaint says fees charged to participants in the plan were "grossly excessive" because they were not based on the services provided.
Gig Workers and PEPs—Coverage Lessons From the UK
One established provider of pooled employer plans in the United Kingdom says the promise of PEPs is big here in the U.S., but they might not be the ticket for solving the entire coverage gap, especially for gig workers.
A Season for Change
Advising clients about the SECURE Act’s new lifetime income safe harbor.
Market Mirror Market Mirror Graph

Yesterday, the Dow climbed 238.38 points (0.70%) to 34,113.23, the Nasdaq closed 67.56 points (0.48%) lower at 13,895.12, and the S&P 500 increased 11.49 points (0.27%) to 4,192.66. The Russell 2000 gained 11.00 points (0.49%) to finish at 2,277.45, and the Wilshire 5000 was up 63.76 points (0.15%) at 43,933.85.

The price of the 10-year Treasury note increased 2/32, bringing its yield down to 1.606%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.286%.

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