Tag: requests for proposals

Products January 25th, 2021

Service Launches to Help Plan Advisers Evaluate PEPs, PPPs

PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans to a full request for proposals process.

Products June 21st, 2018

BidMoni Rolls Out FiduciaryShield

The platform allows retirement plans to solicit bids from retirement plan providers.

Intro

Mastering the RFP

How to stand apart from the competition

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Tuesday, the Dow lost 256.33 points (0.75%) to finish at 33,821.30, the Nasdaq closed 128.50 points (0.92%) higher at 13,786.27, and the S&P 500 was down 28.32 points (0.68%) at 4134.94. The Russell 2000 decreased 43.79 points (1.96%) to 2,188.21, and the Wilshire 5000 fell 380.22 points (0.87%) to 43,208.25.

The price of the 10-year Treasury note increased 26/32, bringing its yield down to 1.562%. The price of the 30-year Treasury bond climbed 30/32, decreasing its yield to 2.260%.

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.