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Weekday news and analysis for retirement plan advisers
Tuesday, September 07, 2021
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COMPLIANCE
Order Sanctions Fiduciary Who Diverted Millions From Clients
A DOL investigation and legal pursuit that have spanned the better part of two decades have drawn to a close, resulting in a $42 million judgment against the former attorney and affiliated companies.
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Retirement Industry People Moves
Johnson Financial joins Farpointe; EdgeCo selects new SVP; Lincoln Financial Group announces executive leader succession plans; and more.
Today’s Most Read
1. Republican Tax Bill Expands 529s and HSAs, Limits Changes to Retirement
2. Senate Bill Would Expand Retirement Plan Access to Younger Americans
3. Latest Equity Investment Values Hub International at $29 Billion
Is Bond Fund Misclassification a Serious Problem?
PLANADVISER wades into the tricky and not uncontroversial topic of bond fund classification, or 'misclassification,' as it were.
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.
We Nailed That RFP Response! (Didn’t We?)
Wouldn’t you love to be a fly on the wall at the plan sponsor defined contribution committee meeting where members discuss request for proposals responses?
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two approaches to asset allocation. As it turns out, balanced funds, though less popular, might deserve another look.
Market Mirror Market Mirror Graph

Friday, the Dow closed 74.73 points (0.21%) lower at 35,369.09, the Nasdaq closed 32.34 points (0.21%) higher at 15,363.52, and the S&P 500 was down 1.52 points (0.03%) at 4,535.43. The Russell 2000 lost 11.97 points (0.52%) to finish at 2,292.05, and the Wilshire 5000 decreased 10.12 points (0.02%) to 47,198.30.

The price of the 10-year Treasury note was down 4/32, increasing its yield to 1.327%. The price of the 30-year Treasury note decreased 1 1/32, bringing its yield up to 1.944%.

For the week ending September 3, the Dow was down 0.24%, the Nasdaq climbed 1.55%, and the S&P 500 increased 0.58%. The Russell 2000 finished 0.65% higher, and the Wilshire 5000 gained 0.68%.
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