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Weekday news and analysis for retirement plan advisers
Tuesday, April 04, 2023
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In Practice
Why 401(k) Advising Alone Isn’t Enough
PA - 040323 - 401k Plus Benefits
Retirement plan advisers must speak to a plan sponsor’s full employee experience to compete in the current marketplace, according to an adviser panel.
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Adviser Group Forecasts Federal, Private Plan “Battle” Over US Retirement System
A government-led plan threatens private 401(k) industry, NAPA head tells national conference. A think tank proponent says the plan focuses on left-behind workers and would pair well with current system.
Today’s Most Read
1. Financial Security First
2. SEC’s 2025 Exam Priorities Include Fiduciary Conduct, AI Use
3. World Investment Advisors Starts Custodial Relationship With Raymond James
Advisory M&A
July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.
Financial Planning Standards Board Updates Global Standards
Updates focus on growing collaboration between planners and clients.
Coca-Cola Settles ERISA Lawsuit Against MEP
The plan has agreed to a $3.3 million settlement for a complaint alleging it failed to drop an overpriced fund.
Market Mirror Market Mirror Graph

Monday, the Dow gained 327.00 points (0.98%) to close at 33,601.15, the Nasdaq fell 32.45 points (0.27%) to close at 12,189.45 points and the S&P 500 gained 15.20 points (0.37%) to close at 4,124.51. The Russell 2000 dropped 0.17 points (0.01%) to close at 1,802.31 and the Wilshire 5000 rose 108.98 points (0.27%) to close at 40,817.40.

The price of the 10-year Treasury note increased 5/32, bringing the yield to 3.418%. The price of the 30-year Treasury bond increased 3/32, bringing the yield to 3.636%. 

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