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Weekday news and analysis for retirement plan advisers
Wednesday, April 19, 2023
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The 2023 PLANADVISER Adviser Value Survey
Our 2023 adviser value survey provides a unique look at where plan sponsors see advisers adding value to their plans. The survey draws on 2,830 defined contribution plan sponsor responses on areas including plan design, plan monitoring, fees, and other key areas of retirement plan advisement. 
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DC Plan Council Expects Increase in Real Estate Investing
Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.
Today’s Most Read
1. Vestwell Adds TIAA Lifetime Income Offering
2. Salesforce Settles 401(k) Suits for $1.35M
3. Alera Group Acquires $24B Advanced Capital Group
Betterment Pays SEC $9M for Misstatements Regarding Tax Loss Harvesting
The digital advice and IRA provider agreed to pay the fines without admitting or denying wrongdoing.
New Retirement Firm Aims to Partner with Generalist Advisers
Freedom Fiduciaries seeks to manage plan fiduciary duties so smaller financial advisories can focus on client relationships, wealth management.
Investment Group Calls On FTC to Exempt Execs From Non-Compete Ban
The IAA wants to keep non-compete clauses for employees with access to proprietary investment data, as the end of the FTC comment period looms.
Market Mirror Market Mirror Graph

Tuesday, the Dow lost 10.55 points (0.03%) to close at 33,976.63, the Nasdaq lost 4.31 points (0.04%) to close at 12,153.41 and the S&P 500 gained 3.55 points (0.09%) to close at 4,154.87. The Russell 2000 fell 7.29 points (0.40%) to close at 1,795.55 and the Wilshire 5000 rose 21.88 points (0.05%) to close at 41,058.30.

The price of the 10-year Treasury note increased 3.32, bringing the yield to 3.578%. The price of the 30-year Treasury bond increased 26/32, bringing the yield to 3.789%. 

Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
The Retirement Income Dilemma
What are we solving for and what have we learned so far?
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