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Weekday news and analysis for retirement plan advisers
Tuesday, December 20, 2022
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Practice Management
Retirement Advisers Increasingly Want PEP Option in Toolbox
PA-121222-MEPs-PEPs-Update-1399997464-web
Pooled employer plans are still a nascent offering in the retirement market, but an increasing number of advisers want them available as an option and discussion point—even if they’re not recommending them.
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Lori Lucas Will Retire as Head of EBRI
The CEO of nearly five years will turn to fiction writing in 2023, leaving a remarkable legacy at EBRI.
Today’s Most Read
1. Delta Taps Fidelity to Run New Emergency Savings Program
2. SECURE 2.0 Error Threatens Catch-Up Contributions, but Meaning Is Clear
3. Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Betterment, Vanguard Find Workers Tapped Retirement Savings in 2022
Workers are increasingly dipping into savings to cover costs that are increasing due to inflation, creating a moment for advisers to work with plan sponsors on their financial benefit programs.
Truly Participant Focused
Those in the retirement plan industry have recently increased their focus on participants and throw around the word “outcomes” extensively. And, though the industry talks a lot about outcomes, we don’t seem fully clear on what the word means—or maybe it means different things to different people.
2023 Retirement Plan Adviser of the Year Nominations Are Open
We need your help recognizing the best advisers and adviser teams in the country. Nominations are now being accepted in six categories: Plan Sponsor Service; Plan Participant Service; Mentorship; Efforts in Diversity, Equity and Inclusion (DEI); Community Impact and Giving Back; and Closing the Coverage Gap. Self-nominations are not allowed, and nominations for the Plan Sponsor Service and Plan Participant Service categories can only come from plan sponsor clients. Nominations close January 15, so make your submission soon.
Market Mirror Market Mirror Graph

Monday, the Dow decreased 162.92 points (0.49%) to close at 32,757.54, the Nasdaq lost 159.38 points (1.49%) to close at 10,546.032 and the S&P 500 dropped 34.70 points (0.90%) to close at 3,817.66. The Russell 2000 decreased 24.84 points (1.413%) to close at 1,738.58 and the Wilshire 5000 lost 382.77 points (1.00%) to close at 37,834.23.

The price of the 10-year Treasury note rose 3/32, bringing the yield to 3.586%. The price of the 30-year Treasury bond rose 3/32, bringing the yield to 3.9634%.

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