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Weekday news and analysis for retirement plan advisers
Friday, February 17, 2023
Exclusives | Awards | Research | Events
Deals & People
Labor Secretary Walsh Departing to Lead NHL Player Union
PA-020722-Walsh to leave DOL for NHL-1420649504-web
The DOL confirmed reports that Walsh will depart in mid-March; deputy secretary Julie Su will serve as acting secretary.
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Deals & People
Practice Management
Client Service
Data & Research
60/40 Portfolio Can Be Improved With Creative Use of Alternatives, Experts Say
After stock-and-bond “bloodbath” in 2022, retirement savers may want to rework the old 60/40 return model.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
SEC Adopts Settlement Cycle Rule, Proposes New Custodial Rule
The rules, adopted and proposed, respectively, by 3-2 margins, were partially informed by recent scandals.
Watch: PLANADVISER Webinar on Advisory Business Models/M&A
Watch our Thursday discussion with industry leaders on advisory business models and M&A. Hear from:
  • Jennifer Doss, Senior Director, Defined Contribution Practice Leader at CAPTRUST
  • Deena Rini, Senior Vice President, Retirement Plan Services Practice Leader at Oswald Financial
  • Jim O’Shaughnessy, President of Retirement and Private Wealth at HUB Retirement and Wealth Management
  • Craig Reid, President, National Practice Leader – Retirement & Wealth at Marsh McLennan Agency
SECURE 2.0 Has Passed. Now What? 
Join PLANSPONSOR, PLANADVISER and industry experts for a webinar on February 22 as we discuss the impact many provisions in the SECURE 2.0 legislation will have on plan sponsors and participants; a timeline for the issuance of new rules and regulation effective dates; and what actions plan sponsors must take now to comply with the law.  
Market Mirror Market Mirror Graph

Thursday, the Dow decreased 431.20 points (1.26%) to close at 33,696.85, the Nasdaq lost 214.76 points (1.78%) to close at 11,855.83 and the S&P 500 decreased 57.19 points (1.38%) to close at 4,090.41. The Russell 2000 lost 18.76 points (0.96%) to close at 1,942.21 and the Wilshire 5000 decreased 551.26 points (1.33%) to close at 40,938.76.

The price of the 10-year Treasury note was unchanged, bringing the yield to 3.862%. The price of the 30-year Treasury bond was unchanged, bringing the yield to 3.920%.  

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