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Weekday news and analysis for retirement plan advisers
Tuesday, January 03, 2023
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Compliance
Advisers, Lobbyists, and Service Providers Respond to SEC Outsourcing Proposal
PA_12_28_22_IAA_Outsourcing Rule Commentary
Some call for the SEC to drop the proposal; others want clarity on which outsourcing duties should be vetted; and some are in favor, with changes.
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Biden Signs SECURE 2.0 Into Law
The retirement reform legislation is now officially passed, with widespread industry support.
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
Gallagher to Continue Push Into Retirement Advisement in 2023
Insurance powerhouse Gallagher’s pending acquisition of Buck will further its strategy of providing the full scope of financial planning to group plans and participants, its retirement head tells PLANADVISER.
Retirement Industry People Moves
OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.
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

Friday, the Dow lost 73.55 points (0.22%) to close at 33,147.25, the Nasdaq lost 11.61 points (0.11%) to close at 10,466.48 and the S&P 500 lost 9.78 points (0.25%) to close at 3,839.50. The Russell 2000 lost 5.00 points (0.28%) to close at 1,761.25 and the Wilshire 5000 decreased 85.40 points (0.22%) to end trading at 38,073.94.

The price of the 10-year Treasury note decreased 27/32, bringing the yield up to 3.880%. The price of the 30-year Treasury bond decreased 1 2/32, bringing the yield up to 3.972%.

For the week ending December 30, the Dow lost 0.17%, the Nasdaq decreased 0.30% and the S&P 500 lost 0.14%. The Russell 2000 gained 0.02% and the Wilshire 5000 finished 0.10% lower.   

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