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Research April 1, 2015

2015 PLANADVISER Adviser Value Survey

2015 PLANADVISER Adviser Value Survey - The Influence of Advisers on Retirement Plans

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Adviser Value Survey

Lighting the Way: The value that advisers bring to retirement plans, particularly when it comes to plan design and oversight—such as the use of automatic features, an investment policy statement and quarterly investment reviews.

MARKET MIRROR

Monday, the Dow lost 97.31 points (0.28%) to finish at 34,838.16, the Nasdaq closed 8.39 points (0.06%) higher at 14,681.07, and the S&P 500 decreased 8.10 points (0.18%) to 4,387.16. The Russell 2000 was down 10.75 points (0.48%) at 2,215.50, and the Wilshire 5000 fell 59.63 points (0.13%) to 45,648.37.

The price of the 10-year Treasury note was up 27/32, decreasing its yield to 1.170%. The price of the 30-year Treasury bond increased 1 23/32, bringing its yield down to 1.849%.