PLANADVISERdash – January 4, 2023

Weekday news and analysis for retirement plan advisers

Wednesday, January 04, 2023

Exclusives

Awards

Research

Events

Compliance

Implementing SECURE’s Emergency Savings Provisions

PA-010323-Emergency-Savings-903707440-web

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.

News Feed Quick Links

Deals & People

Practice Management

Products

Client Service

Data & Research

Investing

Compliance

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.	Small Business “Bullishness” Helping to Drive 401(k) Growth
2.	The Scramble to Make the Saver’s Match Work
3.	Modern Wealth Surpasses $4B in Less Than 2 Years

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

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.