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Weekday news and analysis for retirement plan advisers
Thursday, January 12, 2023
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Investing
Among Advisers’ Top Concerns? Another 401(k) Drop in 2023
PA-011123-Advisers Fear Poor Investment Returns in 2023-1322642572-web
A “state of the industry” report from recordkeeper Ubiquity finds financial advisers fear another year of poor investment returns that would hit client 401(k)s—as well as asset-based management fees.
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Nonqualified Deferred Compensation Plans Increasingly Include Noncompete Clauses
Employers are leveraging NQDCs for retention use at increasing rates, with 30% having a noncompete provision.
Today’s Most Read
1. Many Providers Are Prioritizing Participant Financial Advice in 2023
2. OneDigital Acquires $500M Florida Retirement and Wealth Management Shop
3. A Reminder to Avoid Fraudulent Hardship Withdrawals
Milken DEI Strategy Shows Asset Managers How to More Reflect Investors
Milken Institute report argues for enhancing DEI in the finance industry, lays out strategies. 
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

Monday, the Dow gained 268.91 points (0.80%) to close at 33,973,01, the Nasdaq increased 189.04 points (1.76%) to close at 10,931.67 and the S&P 500 increased 50.36 points (1.28%) to close at 3,969.61. The Russell 2000 gained 21.40 points (1.17%) to close at 1,844.05 and the Wilshire 5000 increased 519.96 points (1.33%) to close at 39,470.43.


The price of the 10-year Treasury note decreased 3/32, bringing the yield to 3.541%. The price of the 30-year Treasury bond decreased 3/32, bringing the yield to 3.672%. 

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