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Weekday news and analysis for retirement plan advisers
Wednesday, January 18, 2023
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Financial Education Gap Remains Even as Provider Offerings Improve
PA-011823-Financial Literacy Gap-1408914925-web
Financial illiteracy may be costing the average American $1,819 per year, even as educational guidance and tools are advancing.
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Advisory M&A
Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.
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
ERISA Suit Against Deloitte Dismissed
The lawsuit alleged that Deloitte’s 401(k) plan fees were excessive compared to similar plans.
Plan Adviser of the Year Nominations Closing Soon
Do you know an adviser or adviser team you admire for their diversity efforts or their community impact? Do you work with an adviser or adviser team that offers great client service or is working on a solution to solve for the retirement plan coverage gap? The deadline for our Retirement Plan Adviser of the Year Awards is this Friday, January 20. Get your nominations in now!
Plan Sponsor of the Year Nominations Also Close January 20
Are you or do you know of a plan sponsor that goes above and beyond to make retirement security a reality for employees? Get yourself, or them, recognized in PLANSPONSOR’s Plan Sponsor of the Year awards program. Judging for the awards is largely based on applications the plan sponsors will be sent to fill out, so get your nominations in soon. The deadline is January 20.
Market Mirror Market Mirror Graph

Tuesday, the Dow lost 391.76 points (1.14%) to close at 33,910.85, the Nasdaq gained 15.96 points (0.14%) to close at 11,095.11 and the S&P 500 lost 8.12 points (0.20%) to close at 3,990.97. The Russell 2000 lost 2.75 points (0.15% ) to close at 1,884.29 and the Wilshire 5000 lost 59.96 points (0.15%) to close at 39,774.15.

The price of the 10-year Treasury note increased 1/32, bringing the yield to 3.549%. The price of the 30-year Treasury bond increased 2/31, bringing the yield to 3.661%. 

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