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Weekday news and analysis for retirement plan advisers
Tuesday, January 10, 2023
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Compliance
DOL to Consult Industry on How To “Facilitate” PEP Uptake
PA-101222-NQDC survey-1431361102-web
Among items on DOL/EBSA's agenda: speaking with retirement plan service providers, employers and employees on what regulators can do to help increase PEP growth.
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Advisory M&A
Alera buys Ascent Group, adds $2.8B in AUM; Heffernan snags Utah-based insurer; Marsh McLennan acquires HMS Insurance Associates; and more.
Today’s Most Read
1. Delta Taps Fidelity to Run New Emergency Savings Program
2. SECURE 2.0 Error Threatens Catch-Up Contributions, but Meaning Is Clear
3. Small Businesses and SECURE 2.0: Exemptions and Tax Credits
How SECURE 2.0 Will Affect New Plan Creation
The two main provisions affecting new plan creation are required automatic features and more generous tax credits.
IRS: Remote Notarization, a Pandemic Development, May Stay
The rule would codify relief from ‘physical presence’ rules for retirement plan elections that was first granted during the height of the COVID-19 pandemic.
2023 Retirement Plan Adviser of the Year Nominations Are Open
We need your help recognizing the best advisers and adviser teams in the country. Nominations are now being accepted in six categories: Plan Sponsor Service; Plan Participant Service; Mentorship; Efforts in Diversity, Equity and Inclusion (DEI); Community Impact and Giving Back; and Closing the Coverage Gap. Self-nominations are not allowed, and nominations for the Plan Sponsor Service and Plan Participant Service categories can only come from plan sponsor clients. Nominations close January 15, so make your submission soon.  
Market Mirror Market Mirror Graph

Monday, the Dow lost 112.96 points (0.34%) to close at 33,517.65, the Nasdaq gained 66.36 points (0.63%) to close at 10,635.65 and the S&P 500 lost 2.99 points (0.08%0 to close at 1,892.09. The Russell 2000 gained 3.11 points (0.17%) to close at 1,795.91 and the Wilshire 5000 gained 17.61 points (0.05%) to close at 38,648.30.  

The price of the 10-year Treasury note fell 1/32, bringing the yield to 3.538 %. The price of the 30-year Treasury bond fell 1/32, bringing the yield to 3.659%.

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