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Weekday news and analysis for retirement plan advisers
Monday, April 24, 2023
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Practice Management
Tax Advantages to Look Out for in HSAs
PA-041923-HSA-Conference-1410917738-web
Experts at the PLANADVISER/PLANSPONSOR 2023 HSA Conference pointed out many similarities between HSA contributions and 401(k) plan contributions.
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Retirement Industry People Moves
Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; Chaloff named to new CIO post at Bernstein Private Wealth; and more.
Today’s Most Read
1. Human Interest Offers 3% Cash Back for New Retirement Savers
2. Franklin Templeton to Acquire Putnam for $925 Million
3. Retirement Industry People Moves
MetLife, Savi Launch Student Debt Management App for Public Sector Workers
Participants can use MetLife’s financial wellness platform to gauge eligibility for student loan forgiveness programs.
American Benefits Council Selects Thiele as Chair of Policy Board of Directors
Fred Thiele of Microsoft will replace Tracy Watts of Mercer for the 2023-2024 term.
In Case You Missed It: See Our 2023 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.   
Market Mirror Market Mirror Graph

Friday, the Dow gained 22.34 points (0.07%) to close at 33,808.96, the Nasdaq gained 12.90 points (0.11%) to close at 12,072.46 and the S&P 500 gained 3.73 points (0.09%) to close at 4,133.52. The Russell 2000 gained 1.81 points (0.10%) to close at 1,791.51 and the Wilshire 5000 increased 37.03 points (0.09%) to close at 40,845.91.

The 10-year Treasury note fell 3/32, bringing the yield to 3.574%. The 30-year Treasury bond fell 5/32, bringing the 3.778%.

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