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Tag: plan audit

Art by Leo Espinosa

PANC

2018 PLANADVISER National Conference

Pathways to plan, participant and practice success

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Compliance
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
Compliance
DOL Announces Anticipated ESG Fiduciary Investing Rule
Compliance
Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
Compliance
Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
Data & Research
Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan

The Bond ‘Misclassification’ Debate
Compliance
Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
Compliance
DOL Announces Anticipated ESG Fiduciary Investing Rule
Compliance
Small-Business Clients Will See Biggest Tax Impact on Retirement Plans
Client Service
PANC 2016: Technology – Practical Solutions and Usage

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2021 Virtual PLANADVISER National Conference

Sep 27-Sep 30, 2021
Virtual Conference

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PLANADVISER Editorial Video - Participant Insights

Too Much of a Good Thing: Unwinding a Concentrated Stock Position
Sponsored by Parametric
Voice of the American Worker
Sponsored by Franklin Templeton
The Risk of Ignoring PEPs
Sponsored by Securian Financial

MARKET MIRROR

Wednesday, the Dow closed 152.03 points (0.43%) higher at 35,609.34, the Nasdaq was down 7.41 points (0.05%) at 15,121.68, and the S&P 500 was up 16.56 points (0.37%) at 4,536.19. The Russell 2000 gained 13.85 points (0.61%) to finish at 2,289.77, and the Wilshire 5000 increased 175.61 points (0.37%) to 47,235.57.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.658%. The price of the 30-year Treasury bond decreased 32/32, bringing its yield up to 2.132%.

Industry White Papers

Demystifying the Language of Retirement Find out what terms and explanations click with DC plan participants.

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