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Weekday news and analysis for retirement plan advisers
Monday, October 04, 2021
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PANC 2021: Tax Rates, RMDs and Retirement Income Planning
Speaking at the virtual 2021 PLANADVISER National Conference (PANC), Keith Gredys, chairman and CEO of Kidder Advisers Inc., said that although there are dividing lines in financial planning because every adviser has his own expertise, tax planning needs to be factored into financial planning.
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Summary Judgment Order Favors AT&T in ERISA Dispute
In granting the defense’s motion for summary judgment, the court brings to a close one of the longest-running and most complicated ERISA lawsuits.
Today’s Most Read
1. TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
2. Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
3. DOL Announces Anticipated ESG Fiduciary Investing Rule
415 Limit Applies in Aggregate When 403(b) Participant Sponsors Another Plan
The IRS addresses how to apply the annual additions limitation in an updated Issue Snapshot.
PANC 2021: Tax Rates, RMDs and Retirement Income Planning
Just as retirement savers use investment diversification for accumulating assets, they need tax diversification for retirement income planning.
Retirement Industry People Moves
Transamerica Adds New TPA Services VP; Franklin Templeton to acquire O’Shaughnessy Asset Management; Financial Advocates acquires Waddell & Reed; and more.
Market Mirror Market Mirror Graph

Friday, the Dow gained 482.54 points (1.43%) to finish at 34,326.46, the Nasdaq closed 118.12 points (0.82%) higher at 14,566.70, and the S&P 500 increased 49.50 points (1.15%) to 4,357.04. The Russell 2000 was up 37.26 points (1.69%) at 2,241.63, and the Wilshire 5000 climbed 511.31 points (1.14%) to 45,361.33.

The price of the 10-year Treasury note increased 24/32, bringing its yield down to 1.468%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.035%.

For the week ending October 1, the Dow decreased 1.36%, the Nasdaq fell 3.20%, and the S&P 500 lost 2.21%. The Russell 2000 was down 0.29%, and the Wilshire 5000 finished 2.16% lower.

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