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Tag: Soft dollars

micro scope

The Third-Party Solution

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

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Products
Delta Taps Fidelity to Run New Emergency Savings Program
Compliance
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Compliance
DOL Contractor Rule Threatened by 20% Adviser Quit Rate
Investing
TDF Flows Jump 35%, but CITs Are Stealing Growth
Compliance
FINRA Head to Leave After More Than 2 Years in Role

Compliance
Sports Agency Owner Charged for Allegedly Stealing Retirement Assets
Practice Management
Nonqualified Deferred Compensation Plans Increasingly Include Noncompete Clauses
Compliance
Implementing SECURE’s Emergency Savings Provisions
Data & Research
The Case for the 60/40 Portfolio's Survival – In Two Charts
Products
Transamerica and Fidelity Partnerships Show Focus on Collective Plans

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MARKET MIRROR

Wednesday, the Dow gained 9.88 points (0.03%) to close at 33,743.84, the Nasdaq lost 20.92 points (0.18%) to close at 11,313.36 and the S&P 500 lost 0.73 points (0.02%) to close at 4,016.22. The Russell 2000 gained 4.71 points (0.25%) to close at 1,890.32 and the Wilshire 5000 gained 6.65 points (0.02%) to close at 40,046.19.

The price of the 10-year Treasury note increased 1/32, bringing the yield to 3.448%. The price of the 30-year Treasury bond decreased 1/32, bringing the yield to 3.596%.

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