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Weekday news and analysis for retirement plan advisers
Monday, January 23, 2023
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Experts: Good RIA Succession Plans Separate Owners from Managers
PA-012023-Succession-Planning-Stock-illustration-1190227621-web
A panel discussing succession planning also noted giving next-generation managers “permission to fail” as they learn to run their parts of the business.
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Retirement Industry People Moves
T. Rowe adds new role to lead growing separately managed accounts business; Megan Schneider named CEO of Retirement & Benefit Partners; OneDigital appoints Southeast leader as it anticipates further growth in the region; 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
Regulatory and Statutory Changes Coming to Self-Corrections Programs
Plans will find more room to correct their own mistakes under SECURE 2.0 and a DOL proposed rule change.
Reconsidering Target-Date Funds After a Rocky 2022
Advisers and plan sponsors should consider both use and education around target-date funds after 2022 declines, according to new research from MFS.
Last Day for Plan Sponsor of the Year Nominations
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 now. The deadline has been extended through today, January 23.
Market Mirror Market Mirror Graph

Friday, the Dow gained 330.93 points (1.00%) to close at 33,375.49, the Nasdaq gained 288.17 points (2.66%) to 11,140.43 and the S&P 500 gained 73.76 points (1.89%) to close at 3,972.61. The Russell 2000 gained 30.99 points (1.69%) to close at 1,867.34 and the Wilshire 5000 increased 745.25 points (1.92%) to close at 39,585.93.   

The price of the 10-year Treasury note decreased 29/32, bringing the yield to 3.405%. The price of the 30-year Treasury bond decreased 1 7/32, bringing the yield to 3.566%.   

For the week ending January 20, the Dow lost 2.70%, the Nasdaq increased 0.55% and the S&P 500 lost 0.66%. The Russell 2000 lost 1.04% and the Wilshire 5000 finished 0.62% lower.

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