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Weekday news and analysis for retirement plan advisers
Tuesday, January 31, 2023
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Data & Research
Most Advisers Seeking Options Like HSAs, 529s to Compete for New Plans
Advisers are most interested in adding HSAs, 529s and emergency savings accounts to their offerings, according to a survey by small plan provider Vestwell.
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Deals & People
Practice Management
Client Service
Data & Research
Republican States Challenge DOL ESG Rule in Court
A 2022 DOL rule clarifying that ESG strategy can be used in fiduciary decisions was challenged by 25 states in a Texas federal court.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
Advisory M&A
Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with fixed-annuity index provider to build out product offering; and more.
New York Life Investment Management Names New CEO
The country’s largest mutual life insurer taps Naïm Abou-Jaoudé from a subsidiary to head its investment division, overseeing $371 billion in AUM.
Enter Now for PLANADVISER’s 2023 Top Retirement Plan Advisers List
Please enter your nomination for the 2023 PLANADVISER Top Retirement Plan Advisers of the year! The top designations are based on quantitative measures such as the most plans and assets under advisement. This year’s entry form can be viewed here. You may submit your entry hereThe deadline for entries is February 10.

You can see last year’s listing here.
Market Mirror Market Mirror Graph

Monday, the Dow decreased 260.99 points (0.77%) to close at 33,717.09, the Nasdaq decreased 227.90 points (1.96%) to close at 11,393.82 and the S&P 500 fell 52.79 points (1.30%) to close at 4,017.77. The Russell 2000 fell 25.74 points (1.35%) to close at 1,885.72 and the Wilshire 5000 lost 553.58 points  (1.36%) to close at  40,084.66.

The price of the 10-year Treasury note was unchanged  0/32, bringing the yield to 3.538%. The price of the 30-year Treasury bond increased 1/32, bringing the yield to 3.651%.

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