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Weekday news and analysis for retirement plan advisers
Wednesday, September 14, 2022
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PANC 2022: The Psychology and Practicality of Retirement Income
While automated features have transformed the way participants save for retirement in defined contribution plans, one of the authors of such features says they are not the answer for decumulation and creating income in retirement.
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PANC 2022: Reg BI Compliance Tips From the SEC
The enforcement of Regulation Best Interest is currently one of the major projects at the Securities and Exchange Commission.
Today’s Most Read
1. Social Security COLA Projected at 3.2% Ahead of October Decision
2. Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
3. 10th Circuit’s ‘Meaningful Benchmark’ Ruling Will Not Stymie Lawsuits, Experts Says
Senator Calls for Confirmation Vote on Assistant Secretary of Labor Nominee
Senator Patty Murray takes the 48th anniversary of ERISA to emphasize the importance of having a proper secretary to oversee EBSA.
401(k) Trading in August Reflects 2nd Lowest Month in History
Traders favored equities in the beginning of the month as stocks were gaining, but they preferred fixed-income funds in the month’s second half amid Wall Street sell-offs.
DOL Sues Couple, Alleges They Lost Millions in Profit-Sharing Plan
A prominent New Jersey couple faces allegations that they invested plan assets in companies in which they had significant financial interest and in ways that would personally benefit them.  
If Caught Off Guard by a Failure
Advisers can self-correct some violations of PTE 2020-02.
Market Mirror Market Mirror Graph

Tuesday, the Dow was down 1,276.37 points (3.94%) to close trading at 31,104.97, the Nasdaq fell 632.84 points (5.16%) to end at 11,633.574 and the S&P 500 fell 177.73 points (4.32%) to close at 3,932.68. The Russell 2000 lost 74.51 points (3.91%) to end at 1,831.58 and the Wilshire 5000 dropped 435.24 points (1.07%) to finish at 41,146.44.

The price of the 10-year Treasury note decreased 5/32 bringing the yield up to 3.418%. The price of the 30-year Treasury bond increased 4/32 bringing the yield down to 3.493%.

Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring content from thought leadership authorities. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
Sponsored by MFS Investment Management
Client Material: The Potential Benefits and Features of Working Longer
Deciding when to retire is a personal choice your clients will make based on many factors. How they plan for that day can be both exciting and stressful with many complex questions. Share this piece with clients to help answer key retirement planning questions.
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