2015 Retirement Plan Adviser Survey

Arguably, retirement plan advisers have a better—or at least a more comparative—perspective than their plan sponsor clients about the relative strength of products and services offered by investment and recordkeeping providers. After all, advisers can—and usually do—work with many of them concurrently. The 2015 Retirement Plan Adviser Survey, our eighth, endeavors to gain insight from the adviser community about how providers and funds are selected, and which are the favorites each year.

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UPCOMING EVENT MORE

2021 Virtual PLANADVISER National Conference

Sep 27-Sep 30, 2021
Virtual Conference

MARKET MIRROR

Friday, the Dow increased 33.18 points (0.10%) to 34,798.00, the Nasdaq was down 4.55 points (0.03%) at 15,047.70, and the S&P 500 closed 6.50 points (0.15%) higher at 4,455.48. The Russell 2000 decreased 10.97 points (0.49%) to 2,248.07, and the Wilshire 5000 was up 21.83 points (0.05%) at 46,361.17.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.454%. The price of the 30-year Treasury bond decreased 31/32, bringing its yield up to 1.985%.

For the week ending September 24, the Dow climbed 0.62%, the Nasdaq was up 0.02%, and the S&P 500 gained 0.51%. The Russell 2000 finished 0.50% higher, and the Wilshire 5000 increased 0.47%.

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Retirement Plan Adviser Survey