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Weekday news and analysis for retirement plan advisers
Wednesday, October 06, 2021
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Learning From PLANADVISER Research
Ahead of the 15th Anniversary of the publication of the first edition of PLANADVISR Magazine, we will be looking back over the results of our annual Retirement Plan Adviser Survey, asking how things have changed and what comes next.
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Client Service
Data & Research
6th Circuit Ruling Might Increase Withdrawing Employer Risk for Multiemployer Plans
The appellate court has rejected the use of the "Segal Blend" when calculating withdrawal liability.
Today’s Most Read
1. Why Small Business Owners Often Resist 401(k)s
2. 'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
3. NFP Named as Defendant in Parallel Molina Healthcare ERISA Suit
Sponsored by Franklin Templeton
Voice of the American Worker
Franklin Templeton’s survey results indicate the need for financial wellness personalization.
New Tool Offers Personalized Projection of Expected Health Costs in Retirement
HSA Bank's Retirement Healthcare Cost Calculator is designed to show the value of saving and investing in health savings accounts (HSAs).
PANC 2021: Investigation Lessons Learned From Experience
One tip is that being in a state of audit-readiness is essential for retirement plan advisers and their plan sponsor clients—both for peace of mind and to make a good impression with regulators.
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.
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 311.75 points (0.92%) to finish at 34,314.67, the Nasdaq closed 178.35 points (1.25%) higher at 14,433.83, and the S&P 500 increased 45.26 points (1.05%) to 4,345.72. The Russell 2000 was up 10.89 points (0.49%) at 2,228.36, and the Wilshire 5000 climbed 441.68 points (0.99%) to 45,178.88.

The price of the 10-year Treasury note decreased 5/32, bringing its yield up to 1.534%. The price of the 30-year Treasury bond fell 1 25/32, increasing its yield to 2.105%.

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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