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Weekday news and analysis for retirement plan advisers
Friday, September 03, 2021
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Is Bond Fund Misclassification a Serious Problem?
Back 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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‘Public-Private’ Retirement Programs Have Strong Support
An AARP poll taken in Michigan identified widespread approval for the concept of a state-run retirement savings program for workers who lack access to other retirement savings opportunities.
Today’s Most Read
1. Human Interest Offers 3% Cash Back for New Retirement Savers
2. Retirement Industry People Moves
3. Pilot Sues American Airlines Due to ESG 401(k) Investing Strategy
Sponsored by Franklin Templeton
Retirement Reimagined
To see how retirement is evolving, view results from Franklin Templeton’s “Voice of the American Worker” survey. Read More.
ShareBuilder 401(k) Announces ESG Additions to ETF Lineup
The firm says these additions allow customers  to include all three ESG categories within their 401(k)s. 
Sponsored by Franklin Templeton
Retirement Survey Results
Franklin Templeton’s “Voice of the American Worker” survey reveals how the concept of retirement is changing today. Read More.
Teacher Pensions Are Broad Retirement Security Issue
A new report from nonprofit group Bellwether Education Partners ranks public school teachers’ pensions by state, arguing that everyone has a stake in pension systems that are supported with public dollars.
RIA Aggregators Aim for Small-Plan Market Expansion
OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.
Market Mirror Market Mirror Graph

Thursday, the Dow gained 131.29 points (0.37%) to finish at 35,443.82., the Nasdaq closed 21.80 points (0.14%) higher at 15,331.18, and the S&P 500 increased 12.86 points (0.28%) to 4,536.95. The Russell 2000 was up 16.96 points (0.74%) at 2,304.02, and the Wilshire 5000 gained 163.73 points (0.35%) to 47,208.42.

The price of the 10-year Treasury note increased 1/32, with its yield moving down to 1.292%. The price of the 30-year Treasury bond increased 25/32, bringing its yield down to 1.903%.

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