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Insight on Plan Design & Investment Strategy Every Weekday
Data and Research
Supporting Black and Latinx Workers With Income and Retirement Needs
Employers can take steps to alleviate financial concerns for underrepresented employees and make it easier for them to save in a retirement plan.
State of the Industry
How 403(b) Assets Exceeded $1 Trillion
We study the data to find out what’s leading to this growth and what the future might hold.
Most Read
2021 Best in Class DC Providers
2021 Recordkeeping Survey
TRIVIAL PURSUITS: What do the M’s stand for in M&Ms?
TRIVIAL PURSUITS: Which are the most northern, southern, eastern and western U.S. States?
Detailed Analysis of the Supreme Court’s Northwestern University Ruling
Market Mirror
Monday, the Dow was down 55.96 points (0.16%) at 35,399.84, the Nasdaq gained 136.39 points (0.90%) to finish at 15,265.89, and the S&P 500 increased 19.42 points (0.43%) to 4,528.79. The Russell 2000 fell 11.16 points (0.49%) to 2,265.99, and the Wilshire 5000 gained 168.89 points (0.36%) higher at 47,046.79.

The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.278%. The price of the 30-year Treasury bond increased 27/32, bringing its yield down to 1.897%.
New SEC Adviser Says Consumer Protection is Top Priority
Barbara Roper, who is known for her extensive work on financial services consumer protections as a leader of the Consumer Federation of America, is becoming a senior adviser to the leadership of the U.S. Securities and Exchange Commission.
Transamerica Releases Retirement Plan Exchange Platform With UBS
The exchange is primarily geared toward small and midsized businesses and will be available solely through UBS Financial Advisors.
Small Talk
ON THIS DATE: In 1897, Thomas Edison received a patent for his movie camera, the Kinetograph. In 1920, John Lloyd Wright was issued a patent for “Toy-Cabin Construction,” which are known as Lincoln Logs. In 1935, President Franklin D. Roosevelt signed the Neutrality Act, or Senate Joint Resolution No. 173, which he called an “expression of the desire…to avoid any action which might involve [the U.S.] in war.” In 1959, Sandy Koufax set a National League record by striking out 18 batters. In 1964, California officially became the most populated state in America. In 1965, the Department of Housing and Urban Development was created by Congress. In 1990, East and West Germany signed a treaty that meant the harmonizing of political and legal systems. In 1997, Diana, Princess of Wales—affectionately known as “the People’s Princess”—died in a car crash in Paris.

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