PLANADVISERdash – October 21, 2021

Weekday news and analysis for retirement plan advisers

Thursday, October 21, 2021

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How Green Is My Bond Fund?

Plan sponsors, now free to invest sustainably, have likely met another river to cross: How do they confirm a potential investment, marketed as green, truly is? In fact, for 44% of investors surveyed by Quilter Investors, in May, “greenwashing” of investments was their greatest concern when it came to environmental, social and governance (ESG) investing.

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Taxpayers Association Seeks Supreme Court Review of ERISA Pre-emption Case

The plaintiffs in the case believe California should not be permitted to operate the CalSavers Retirement Savings Program on the grounds that its establishment violates federal ERISA pre-emption rules—claims rejected by both a district and an appellate court.

Today’s Most Read

1.	Franklin Templeton to Acquire Putnam for $925 Million
2.	Human Interest Offers 3% Cash Back for New Retirement Savers
3.	Congress Says It Will Fix at Least 4 Errors in SECURE 2.0

Sponsored by Natixis Investment Managers

Sustainable investing. Built for business.

ESG investing is about wisdom and smart choices. And strategies aimed at managing risk, uncovering opportunities, meeting mandates, and reaching financial goals. >Discover how ESG Means Business.

Many Participants Are Leaving Money on the Table

Despite significant progress made in recent years, research suggests millions of working Americans are missing out on the full retirement plan match offered by their employer.

Sponsored by Natixis Investment Managers

ESG Investing Can Work in Theory. And in Action.

See how sustainable funds drove employee participation in company’s 401(k). >Read the case study.

Settlement in Dignity Health Church Plan Lawsuit Gets Preliminary Approval

Given a third shot, a judge found the parties finally got the settlement terms right.

Market Mirror

Wednesday, the Dow closed 152.03 points (0.43%) higher at 35,609.34, the Nasdaq was down 7.41 points (0.05%) at 15,121.68, and the S&P 500 was up 16.56 points (0.37%) at 4,536.19. The Russell 2000 gained 13.85 points (0.61%) to finish at 2,289.77, and the Wilshire 5000 increased 175.61 points (0.37%) to 47,235.57.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.658%. The price of the 30-year Treasury bond decreased 32/32, bringing its yield up to 2.132%.

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