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Weekday news and analysis for retirement plan advisers
Thursday, February 23, 2023
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Data & Research
CAPTRUST Survey Shows Nonprofits Ignore Benefits of Select Investments
PA-030322-Endowment-and-Foundation-Survey-i309883975-web
New research shows organizations often overlook alternative assets, ESG and DEI.
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WTW Announces PEP With Eye Toward Increased Plan Outsourcing
The global retirement plan advisory is using its expertise with multi-employer plans in the U.K. to the U.S. market as backed by recordkeeper Transamerica.
Today’s Most Read
1. Financial Security First
2. SEC’s 2025 Exam Priorities Include Fiduciary Conduct, AI Use
3. World Investment Advisors Starts Custodial Relationship With Raymond James
Expert: Advisers Should Pause on DOL Rollover Guidance Despite Court Reversal
In the meantime, legal experts discourage advisers from violating it in case it is re-instated.
Retirement Saving Hardest Financial Habit for Homes to Adopt
Hearts & Wallets finds just 43% of households have a habit of retirement saving, even as financial wellness tools and guidance proliferates.
Register Now to Attend Our Virtual DB Summit 
The DB Summit is designed to help plan sponsors that have or are considering adding a DB plan make the important decisions. Discussions and presentations on March 8 and 9 will focus on whether the future environment is conducive to more pension risk transfers, to keeping plans active or to reopening closed plans, as well as what investing strategies can help plan sponsors reach their plan goals. Join us as we explore the prospective role of DB plans in American’s retirement security. Receive a $10 coffee card if you are among the first 100 registrants who log into the event each day.    
Market Mirror Market Mirror Graph

Wednesday, the Dow decreased 84.50 points (0.26%) to close at 33,045.09, the Nasdaq increased 14.77 points (0.13%) to close at 11,507.07 and the S&P 500 lost 6.29 points (0.16%) to close at 3,991.05. The Russell 2000 gained 6.46 points (0.34%) to close at 1,894.68 and the Wilshire 5000 lost 23.33 points (0.06%) to close at 39,926.15.

The price of the 10-year Treasury note decreased 1/32, bringing the yield to 3.925%. The price of the 30-year Treasury bond decreased 2/32, bringing the yield to 3.916%.

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