Tag: plan committee

Regulatory & compliance | education

Continuous Education

Plan committee members’ fiduciary training should never end.

Art by Leo Espinosa

PANC

2018 PLANADVISER National Conference

Pathways to plan, participant and practice success

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Wednesday, the Dow gained 316.01 points (0.93%) to finish at 34,137.31, the Nasdaq closed 163.95 points (1.19%) higher at 13,950.22, and the S&P 500 was up 38.48 points (0.93%) at 4,173.42. The Russell 2000 increased 51.42 points (2.35%) to 2,239.63, and the Wilshire 5000 climbed 465.35 points (1.08%) to 43,673.61.

The prices of the 10-year Treasury note and 30-year Treasury bond were virtually unchanged, with their yields down to 1.560% and 2.255%, respectively.

Industry White Papers

Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.
The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.