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Weekday news and analysis for retirement plan advisers
Wednesday, February 09, 2022
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Useful Advice as Rates Rise and Markets Move
Survey data shows market sentiments voiced by fund selectors reflect a shift in the market forces that drove stocks to record highs last year and now call for portfolio repositioning as central banks contemplate raising rates, markets begin to normalize and the world learns to live with COVID-19.
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How Auto-Portability Can Address the Wealth Gap
Research shows workers who cash out their retirement plan savings could lose roughly 1.5 years of accumulated wages, but auto-portability seeks to make it easier to prevent this.
Today’s Most Read
1. Answering Questions About SECURE 2.0 Catch-Up Provisions
2. Income Target-Funds Reach $22B in Assets in 2024
3. DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
Only One-Third of Households Report Having a Written Financial Plan
Research found written plans are associated with higher savings and bigger emergency funds.
2022 PLANADVISER Award Season is Here
The deadline for Adviser of the Year nominations is nearly here! So is the deadline for entries for the Top Retirement Plan Advisers listing. 
Advisers Can Shine While Supporting Stock Plan Investors
Stock plans are seen as a valuable benefit that demonstrates employers’ commitment to employees, according to a new survey, but participants want more guidance and advice.
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 371.65 points (1.06%) to finish at 35,462.78, the Nasdaq closed 178.79 points (1.28%) higher at 14,194.46, and the S&P 500 increased 37.67 points (0.84%) to 4,521.54. The Russell 2000 was up 32.77 points (1.63%) at 2,045.37, and the Wilshire 5000 climbed 436.27 points (0.97%) to 45,572.02.

The price of the 10-year Treasury note decreased 26/32, bringing its yield up to 1.963%. The price of the 30-year Treasury bond fell 30/32, increasing its yield to 2.260%.

Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
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