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Weekday news and analysis for retirement plan advisers
Wednesday, January 11, 2023
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Compliance
Age-Specific Changes Found in SECURE 2.0
PA-01102023-RMD and Catch up
SECURE increases the RMD age and expands the amount of catch-up contributions certain participants can make.
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Compliance
Carson Partners with “Conflict Free” Vestwell on 401(k) Offering
Vestwell will provide financial advisory Carson Group with small and midsize business 401(k) and 403(b) plan programs for its investment and wealth management adviser network.
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
Personalization Push Heightens Need for Advisers to Vet Cybersecurity
As advisers seek more participant personalization from retirement recordkeepers, they also need to ramp up their focus on cybersecurity from providers, according to industry participants.
Last Week for Retirement Plan Adviser of the Year Nominations
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.
2023 Plan Sponsor of the Year Nominations Are Open
Do you know of or work for a plan sponsor that goes above and beyond to make retirement security a reality for employees?
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 186.45 points (0.56%) to close at 33,704.10, the Nasdaq gained 106.98 points (1.01%) to close at 10,742.63 and the S&P 500 gained 27.16 points (0.70%) to close at 3,919.25. The Russell 2000 increased 26.74 points (1.49%) to close at 1,822.65 and the Wilshire 5000 increased 302.17 points (0.78%) to close at 38,950.47. 

The price of the 10-year Treasury note increased 3/32, bringing the yield to 3.621%. The price of the 30-year Treasury bond increased 3/32, bringing the yield to 3.755%. 

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