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Weekday news and analysis for retirement plan advisers
Wednesday, January 04, 2023
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Implementing SECURE’s Emergency Savings Provisions
Emergency savings options within retirement plans will finally be possible in 2024. But implementing them will require work that might delay their use even more, according to experts.
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Doll Forecasts A ‘Shallow’ Recession in 2023
Market guru Bob Doll of Crossmark believes a mild recession is imminent due to the Fed’s continued monetary tightening to try and tame inflation.
Today’s Most Read
1. Legislation Introduced That Would Reverse Retirement Security Rule
2. Do Managed Accounts Need a Rebrand?
3. BlackRock’s Retirement Lead Ackerley Moving to Senior Adviser Role
Alternatives Get More Consideration Heading into 2023
As traditional asset markets continue to face challenges in 2023, DC plan advisers and plan sponsors are considering alternative investments such as private real estate, equity, and infrastructure.
Solving the Liquidity Factor for Alternative Investments in DC Plans
Alternative investments such as private real estate create a liquidity challenge for plan sponsors, but advisers can help find solutions, or steer toward other non-traditional options altogether.
Education Options for Alternative Investments Expand
As alternative investments grow in popularity, so do programs to educate and assist advisers looking to discuss them with clients.
Market Mirror Market Mirror Graph

Tuesday, the Dow lost 10.88 points (0.03%) to close at 33,136.37, the Nasdaq decreased 79.50 points (0.76%) to end trading at 10,386.99 and the S&P 500 decreased 15.36 points (0.40%) to 3,824.14. The Russell 2000 decreased 10.51 points (0.60%) to close at 1,750.73 and the Wilshire 5000 decreased 173.69 points (0.46%) to close at 37,900.25.

The price of the 10-year Treasury note increased 1 23/32, bringing the yield to 3.746%. The price of the 30-year Treasury bond increased 2 3/32, bringing the yield to 3.844%.

Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
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