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Weekday news and analysis for retirement plan advisers
Thursday, September 30, 2021
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Proposals That Please
When a sponsor conducts an RFP to potentially switch to a new adviser, knowing how to effectively respond is crucial. “RFPs are not going away: They are here to stay,” one adviser says. “If advisers are growth-oriented, then responding to RFPs will be a legitimate part of their process.”
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PANC 2021: What the [ESG] F?
A panel presented by ISS ESG discussed the history of sustainable investing and what could change for the future.
Today’s Most Read
1. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2. 2023 Retirement Plan Adviser of the Year Finalists
3. Biden’s First Veto Keeps DOL’s ESG Rule in Place
Calling Advisers With HSA Expertise
If you are an adviser who has successfully integrated health savings account planning and investing into your practice, you may want to speak at our upcoming virtual HSA Review event. 
The Standard Announces New Recordkeeping Solution Aimed at Small Plans
The platform is said to accommodate plan growth without time-consuming conversions.
Market Mirror Market Mirror Graph

Wednesday, the Dow climbed 90.73 points (0.26%) to 34,390.72, the Nasdaq lost 34.24 points (0.24%) to finish at 14,512.44, and the S&P 500 increased 6.83 points (0.16%) to 4,359.46. The Russell 2000 closed 4.47 points (0.20%) lower at 2,225.31, and the Wilshire 5000 was up 18.30 points (0.04%) at 45,332.12.

The price of the 10-year Treasury note was up 2/32, decreasing its yield to 1.524%. The price of the 30-year Treasury bond increased 4/32, bringing its yield down to 2.070%.

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