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Tag: Soft dollars

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The Third-Party Solution

In the micro-plan market, TPAs play a crucial role

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‘Secure Act 2.0’ Likely to Become a Reality
Compliance
10th Circuit Affirms Great-West Fee Suit Dismissal
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Scrutinizing TDFs and Considering Balanced Funds
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Seeing the Bigger QDIA Picture
Deals & People
With Prudential Acquisition, Empower Aims for Growth Up to 3x Faster Than Other Recordkeepers

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RIA Aggregators Aim for Small-Plan Market Expansion
Compliance
10th Circuit Affirms Great-West Fee Suit Dismissal
The Personalized Choice
Compliance
Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
A Season for Change

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2021 Virtual PLANADVISER National Conference

September 30, 2021 | Virtual Conference

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PLANADVISER Editorial Video - Participant Insights

The Personalized Choice
Sponsored by Securian Financial

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%.

Industry White Papers

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

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