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Weekday news and analysis for retirement plan advisers
Thursday, September 23, 2021
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Is Bond Fund Misclassification a Serious Problem?
In November 2019, the National Bureau of Economic Research published a paper in its working paper series: “Don’t Take Their Word for It: The Misclassification of Bond Mutual Funds.” The authors reported key findings that, if presumed to be true, raise some tricky questions for the mutual fund analysis and reporting industry.
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PBGC Publishes Q&As About Multiemployer Plan Financial Assistance Applications
The web page addresses how applications submitted before a final rule is published will be affected by any changes PBGC makes.
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3. Why 529 Education Savings Plans Are More Valuable Than Ever
Vanguard Partners With Retirement Clearinghouse for Auto-Portability Solution
The service is expected to launch for Vanguard's 401(k) plan clients in mid-2022.
2021 PLANADVISER National Conference
Using Behavioral Economics to Improve Financial Wellbeing Presented by Voya

In this presentation, leading behavioral economist and Voya Senior Academic Advisor Shlomo Benartzi explains how new scientific insights can be used to improve the financial wellbeing of retirement plan participants. He summarizes recent research showing how smarter defaults and enhanced design can lead to higher savings rates, before discussing current work on improving the employer match, the impact of framing percentages in terms of pennies, and the power of personalized videos.

Sept. 30 
12:00 p.m. EST

Antitrust Issues Scuttled Aon-WTW Combo. What Comes Next?
Regulators cited the elimination of competition in filing a civil lawsuit to halt the union of Aon and Willis Towers Watson. As significant consolidation occurs across the financial services industry, some wonder whether similar issues could arise again.
Look Toward the Future
The pandemic has brought adviser succession planning to the fore.
Market Mirror Market Mirror Graph

Wednesday, the Dow gained 338.48 points (1.00%) to finish at 34,258.32, the Nasdaq closed 150.45 points (1.02%) higher at 14,896.85, and the S&P 500 increased 41.45 points (0.95%) to 4,395.64. The Russell 2000 was up 32.38 points (1.48%) at 2,218.56, and the Wilshire 5000 climbed 443.27 points (0.98%) to 45,769.73.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.313%. The price of the 30-year Treasury bond increased 31/32, bringing its yield down to 1.820%.

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