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Weekday news and analysis for retirement plan advisers
Thursday, December 29, 2022
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Swing Pricing Proposal Comment Period Remains Open Until Early February
PA-SEC Swing Pricing
The proposal has been met with criticism from those in the retirement industry.
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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. Nominations close January 15, so make your submission soon.
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
Revisiting Our 2022 Retirement Plan Advisers of the Year
For inspiration for the 2023 awards, we’re revisiting our plan adviser of the year awards from last year. You can see the full panel of finalists and winners here, and then read the profiles or our six winners by category below.
Plan Sponsor Service
Matthew Compton, Brio Benefit Consulting, Inc.
Plan Participant Service

John O’Brien, Venture Visionary Partners

Mentorship

Sentinel Pension Advisors – Ryan Campagna 

Efforts in Diversity, Equity and Inclusion (DEI)
Oswald Financial, Inc. – Deena Rini
Community Impact and Giving Back

George Fraser, Fraser Group at RBG

Closing the Coverage Gap

Barbara Delaney, SSRBA, a division of HUB International

Market Mirror Market Mirror Graph

Wednesday, the Dow decreased 365.85 points (1.10%) to close at 32,875.71, the Nasdaq lost 139.94 points (1.35%) to close at 10,213.29 and the S&P 500 decreased 46.03 points (1.20%) to close at 3,783.22. The Russell 2000 lost 27.49 points (1.57%) to close at 1,722.02 and the Wilshire 5000 lost 470.83 points (1.24%) to close at 37,460.94.

The price of the 10-year Treasury note decreased 3/32, bringing the yield up to 3.879%. The price of the 30-year Treasury bond fell 29/32, bringing the yield up to 3.974%.

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