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Weekday news and analysis for retirement plan advisers
Tuesday, February 28, 2023
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IRI to Push for Annuities as Default Retirement Investment Option in ‘23
PA-070822-Guide to Retirement Coverage:Planning-id1388933488-web
The retirement insurance industry group is calling for legislation that would do away with a liquidity feature that limits certain annuities in retirement plans.
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Data & Research
Survey: Financial Advisers Not Optimistic About Future of ESG Investing
Political tensions around ESG, furthered this week with a presidential candidate running in part on anti-ESG sentiment, are turning off advisers to the investing trend, according to recent research.
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
Advisory M&A
Savant Wealth adds retirement services with Capital Directions deal; PE firms CD&R and Stone Point acquire Focus Financial in deal valued at $7B; DeVoe says RIA M&A on track for first decline in a decade; and more.
Investment Product and Service Launches
Cambridge Financial launches private client solutions offering; Orion offering free learning for fiduciary advisers; 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

Monday, the Dow increased 72.17 points (0.22%) to close at 32,889.09, the Nasdaq increased 72.04 points (0.63%) to close at 11,466.98 and the S&P 500 increased 12.20 points (0.31%) to close at 3,982.24. The Russell 2000 increased 5.78 points (0.31%) to close at 1,896.27 and the Wilshire 5000 increased 118.35 points (0.30%) to close at 39,809.09.

The price of the 10-year Treasury note decreased 1/32, bringing the yield to 3.918%. The price of the 30-year Treasury bond decreased was unchanged, bringing the yield to 3.930%.  

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