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Weekday news and analysis for retirement plan advisers
Friday, November 19, 2021
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Expect More Difficulty Obtaining Fiduciary Insurance
In a Q&A with PLANADVISER, expert benefits attorney Erin Turley points to a critical emerging challenge for the retirement plan services industry and its clients: a significant tightening in the fiduciary insurance marketplace.
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Data & Research
A 3.3% Withdrawal Rule Might Be More Sustainable for Retirees Going Forward
Considering low bond yields and high stock valuations, Morningstar re-examined the traditional 4% withdrawal rule.
Today’s Most Read
1. Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
2. SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
3. As States Add Retirement Programs, Private Providers See Growth
Op-Ed: Modernizing Fixed Income in Plan Lineups: Addressing Four Key Challenges
Janus Henderson’s Adam Hetts takes a deep dive into the risk and reward of fixed-income investments in plan lineups, identifying some pressing challenges that deserve plan advisers’ attention and action.
Some Claims Dismissed in LinkedIn Excessive Fee Suit
However, the judge has granted the plaintiffs leave to amend the ERISA complaint.
Investment Product and Service Launches
SEI acquires Novus Partners; Dimensional Fund Advisors lists four fixed-income ETFs; BrightPlan unveils new capabilities to support responsible investing; and more.
The Role of Pro Bono Services in Financial Advisers’ Practices
Pro bono advisory work is helping to serve those who have been traditionally under and poorly served by the financial advisory industry—while giving some advisers a renewed sense of purpose and a broader set of planning skills.
Market Mirror Market Mirror Graph

Thursday, the Dow was down 60.10 points (0.17%) at 35,870.95, the Nasdaq closed 72.14 points (0.45%) higher at 15,993.71, and the S&P 500 increased 15.87 points (0.34%) to 4,704.54. The Russell 2000 decreased 13.42 points (0.56%) to 2,363.59, and the Wilshire 5000 was up 39.79 points (0.08%) at 48,717.45.

The price of the 10-year Treasury note and the price of the 30-year Treasury bond were both up 1/32, decreasing their yields to 1.588% and 1.971%, respectively.

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