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Weekday news and analysis for retirement plan advisers
Monday, February 27, 2023
Exclusives | Awards | Research | Events
DOL Updates Form 5500 for 2023
This year’s changes include reporting modifications for PEPs and small plans.
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Deals & People
Practice Management
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Data & Research
OneAmerica Targets 20% Uptake for Retirement Planner PensionPlus in ‘23
Retirement head Sandy McCarthy discusses OneAmerica’s decision to provide clients with Shlomo Benartzi’s PensionPlus to guide toward a retirement “paycheck” goal—inclusive of Social Security.
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
Embattled DOL ESG Rule Receives Democratic Congressional Support
A DOL rule permitting ESG considerations in retirement plan investing has been challenged by two separate lawsuits. House Democrats are now trying to legislate it.
Retirement Industry People Moves
Fidelity gains new researcher from LIMRA; TIAA retirement hires sales and relationships managers, and more.
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

Friday, the Dow decreased 336.99 points (1.02%) to close at 32,816.92, the Nasdaq decreased 195.46 points (1.69%) to close at 11,394.94 and the S&P 500 lost 42.28 points (1.05%) to close at 3,970.04. The Russell 2000 decreased 17.61 points (0.92%) to close at 1,890.49 and the Wilshire 5000 lost 429.40 points (1.07%) to close at 39,690.74.The price of the 10-year Treasury note decreased 5/32, bringing the yield to 3.948%. The price of the 30-year Treasury bond decreased 30/32, bringing the yield to 3.931%.

For the week ending February 24, the Dow lost 2.99%, the Nasdaq lost 3.33% and the S&P 500 dropped 2.67%. The Russell 2000 decreased 2.87% and the Wilshire 5000 finished 2.77% lower.

The price of the 10-year Treasury note increased 2/32, bringing the yield to 3.953%. The price of the 30-year Treasury bond increased 2/32, bringing the yield to 3.951%. 

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