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Weekday news and analysis for retirement plan advisers
Tuesday, February 14, 2023
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Practice Management
Empower Joins Auto Portability Consortium

The Retirement Clearinghouse-led consortium now includes the country’s four largest recordkeepers.

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Deals & People
Practice Management
Client Service
Data & Research
Advisory M&A
Cetera invests in $1.7B Kansas-based advisory; Atria snags two adviser practices from LPL; and more.
Today’s Most Read
1. 2023 PLANADVISER Top Retirement Plan Advisers
2. 2023 PLANADVISER Top Retirement Plan Advisers
3. Why 529 Education Savings Plans Are More Valuable Than Ever
DOL: More Time to Comment on Fiduciary Correction Program
The Department of Labor has extended the public comment period for a program that would allow fiduciaries to self-correct for retirement plan contributions that are not invested, rather than going to the DOL first.
Retroactive Compliance Reviews
Meet these requirements when checking for PTE 2020-02 violations.
Practice Progress Webinar Series: Advisory Business Models/M&A 
Join PLANADVISER on February 16 for a discussion about the state of the retirement plan advisory industry, how adviser roles are evolving and what aggregator firms can (and cannot) offer advisers.  
Market Mirror Market Mirror Graph

Monday, the Dow increased 376.66 points (1.11%) to close at 34,245.93, the Nasdaq increased 173.67 points (1.48%) to close at 11,891.79 and the S&P 500 increased 46.83 points (1.14%) to close at 4,137.29. The Russell 2000 gained 22.33 points (1.16%) to close at 1,941.14 and the Wilshire 5000 increased 464.76 points (1.14%) to close at 41,255.16.

The price of the 10-year Treasury note decreased 1/32, bringing the yield to 3.705%. The price of the 30-year Treasury bond decreased 2/32, bringing the yield to 3.779%.  

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