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Friday, December 01, 2023
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IRS Part-Time Eligibility Rules Bring Relief, Surprise, Deadline Concern
PA-040821-IRS-Reveals-Retirement-Plan-Compliance-Initiatives-1093457270-web
The vesting rule in the proposal is a focus for industry experts.
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Compliance
Shareholder Rights, ESG Rules Begin Friday
The new rule will permit the use of ESG considerations in exercising of shareholder rights.
Today’s Most Read
1. Nearly Half of Retirees Have No Formal Decumulation Strategy
2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO
3. 401(k)s and the Courts in 2025
Underrepresentation of Female Advisers Persists
Leaders of organizations, both men and women, can design firms to better support female financial advisers, according to Carson Group’s annual survey.
Product & Service Launches – 11/30/23
T. Rowe Price launches Capital Appreciation and Income Fund; Brighthouse Financial introduces suite of fixed-indexed annuities; ShareBuilder 401k waives setup costs.
Participant Education Requires Innovation, 1-on-1 Coaching in Hybrid Labor Market
PLANADVISER spoke to experts about how they provide financial wellness education to meet the needs of today’s participants.
Market Mirror Market Mirror Graph

Thursday, the Dow rose 520.47 points (1.47%) to close at 35,950.89, the Nasdaq fell 32.27 points (0.23%) to close at 14,226.22 and the S&P 500 rose 17.21 points (0.38%) to close at 4,567.79. The Russell 2000 gained 5.21 points (0.29%) to close at 1,809.02, and the FT Wilshire 5000 Index gained 175.33 points (0.38%) to close at 45,900.90.

The 10-year Treasury note decreased 6/32, bringing the yield to 4.333%. The 30-year Treasury bond decreased 31/32, bringing the yield to 4.496%.

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