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Weekday news and analysis for retirement plan advisers
Wednesday, May 04, 2022
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Data & Research
An Early Start to Financial Education
A new poll shows that there is growing support for financial education that begins at an early age, and suggests students in states that require such courses are more likely to display positive financial behaviors.
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Higher Labor Costs Spark Benefits Creativity
Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey from Principal.
Today’s Most Read
1. 'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
2. Why Small Business Owners Often Resist 401(k)s
3. Is the Traditional Fiduciary Insurance Model at Risk?
Annuity Sales Hit Record High in March
Double-digit growth for fixed-indexed annuities and fixed-rate deferred annuities drove overall sales to pre-pandemic levels during the first quarter.
Improving Access to the Retirement Saver’s Credit
The Transamerica Center for Retirement Studies suggests policymakers reduce eligibility requirements to help make the saver’s credit more accessible.
The Prospects of Staying Virtual
Advisers review the main pros and cons of digital meetings.
The Evolving Use of RFPs
The volume has increased, as has what advisers must do to make the finals.
Market Mirror Market Mirror Graph

Tuesday, the Dow added 67.29 points (0.20%) to finish at 33,128.79, the Nasdaq closed 27.74 points (0.22%) higher at 12,563.76, and the S&P 500 increased 20.10 points (0.48%) to 4,175.48. The Russell 2000 was up 15.94 points (0.85%) at 1,898.86, and the Wilshire 5000 gained 185.52 points (0.45%) to finish at 41,820.72.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.975%. The price of the 30-year Treasury bond increased 2/32, bringing its yield down to 3.022%.

Industry Intel Roundup
Featured Webcasts
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
PLANADVISER Webinar Advisory Firm Culture sponsored by Wells Fargo Advisors
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters every bit as much as its financials. The topic of firm culture is likewise central to discussions about some of the adviser industry’s most pressing challenges and biggest opportunities. But what, exactly, is firm culture, and what does it take to build a positive and productive environment for staff and leadership alike?
Sponsored by American Century Investments
When Bull & Bear Collide: Target-Date Evaluation in Volatile Times
Please join American Century Investments’ Rich Weiss, Nancy Pilotte, and Glenn Dial as they discuss how disciplined target date fund management can help ease the impact of volatility on DC investors’ portfolios. We’ll share current insights on: • The economic outlook and inflection points • The impact of volatility on retirement readiness • Target date strategies for uncertain markets • The importance of suitability in target-date selection and monitoring
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