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Weekday news and analysis for retirement plan advisers
Friday, January 06, 2023
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A Method for Comparing Retirement Plan Annuities
PA-010323-QA-on-Annuity-Methodology-1326114449-web
John Faustino, the head of Fi360, a Broadridge company, discusses new guidance to help advisers pitch in-plan retirement income annuities in a year when the products may be getting more attention.
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Investment Service and Product Launches
The Standard Insurance launches four stable value funds; RightCapital adds SECURE 2.0 update to financial adviser planning platform; cryptocurrency platform Onramp Invest adds SMA solution; and more.
Today’s Most Read
1. Delta Taps Fidelity to Run New Emergency Savings Program
2. SECURE 2.0 Error Threatens Catch-Up Contributions, but Meaning Is Clear
3. Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Court Dismisses 403(b) ERISA Claim Against Employer, But Not the Plan’s Adviser
The sponsor, a Texas counseling service, was protected by a safe harbor provision, but the adviser might not be so fortunate.
Miscalculated Longevity Risk
Americans’ projections about their own life expectancy often miss the mark, which can create problems as to at what rate they’ll be able to spend when planning their retirement and lifestyle goals.
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

Thursday, the Dow lost 339.69 points (1.02%) to close at 32,930.08, the Nasdaq lost 153.52 points (1.47%) to close at 10,305.24 and the S&P 500 decreased 44.87 points (1.16%) to close at 3,808.10. The Russell 2000 lost 19.35 points (1.09%) to close at 1,753.19 and the Wilshire 5000 decreased 426.59 points (1.12%) to close at 37,782.90. 

The price of the 10-year Treasury note was unchanged, bringing the yield to 3.719%. The price of the 30-year Treasury bond decreased 1/32, bringing the yield to 3.786%. 

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