Planadviser Logo
Weekday news and analysis for retirement plan advisers
Tuesday, December 19, 2023
Exclusives | Awards | Research | Events
Data & Research
Retirement Preparedness by Industry
PA-121823-Retirement-Preparedness-910101224-web
Hospitality, agricultural workers are the least prepared for retirement, according to a Human Interest study.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
Envestnet Expects Financial Advisers to Expand Further Into 401(k) Plan Business
The firm also predicts rising demand for end-to-end technology solutions and personalized services.
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
Advisory M&A News – 12/18/23
Millennium Trust acquires NuView Trust Co.; Sage Advisory Services adds Kudu Investment Management; Atria Wealth Solutions welcomes OPOC.
IRS Publishes Revised Form 8881
The one-page form marks the symbolic start of SECURE 2.0’s enhanced tax credits for small business retirement plan startups.
Treasury Secondary Transaction Rule Finalized by SEC
The rule requires more trades to be centrally cleared and is intended to improve market transparency and liquidity.
Market Mirror Market Mirror Graph

Monday, the Dow rose 0.86 points (0%) to close at 37,306.02, the Nasdaq rose 90.89 points (0.61%) to close at 14,904.81 and the S&P 500 rose 21.37 points (0.45%) to close at 4,740.56. The Russell 2000 fell 2.71 points (0.14%) to close at 1,982.42, and the FT Wilshire 5000 Index gained 188.93 points (0.40%) to close at 47,932.29.

The 10-year Treasury note decreased 3/32, bringing the yield to 3.944%. The 30-year Treasury bond decreased 30/32, bringing the yield to 4.050%.

rss icon linkedin-in icon
Unsubscribe | Manage Subscriptions | Contact Us
Copyright ©2024 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 300, Rockville, MD 20850