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Weekday news and analysis for retirement plan advisers
Wednesday, June 14, 2023
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Research Release: 2023 PLANADVISER DCIO Survey
Our annual update on the reach and evolution of the defined contribution investment only marketplace.
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As Health Care Regs Tighten, Retirement Advisers May Have a Role
Retirement plan advisers can assist peers with health care plan sponsor fiduciary rules, according to some industry players.
Today’s Most Read
1. Nearly Half of Retirees Have No Formal Decumulation Strategy
2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO
3. 401(k)s and the Courts in 2025
Benefits Aggregator Hub Adds In-House HSA
The proprietary health savings account will put participant savings into Hub-selected investment funds.
Pitney Now Heading TIAA's Lifetime Income Default Unit
Former institutional investments distribution lead Tim Pitney will now focus on lifetime income features as default options in defined contribution plans.
SEC Issues Rare ‘Pre-Emptive’ Warning in Expanded Marketing Rule Risk Alert
The SEC is getting out ahead of potential adviser missteps in following its new client marketing rules—but advisers should still take note to key points, according to an industry consultant.
Market Mirror Market Mirror Graph

Tuesday, the Dow rose 145.79 points (0.43%) to close at 34,212.12, the Nasdaq rose 111.40 points (0.83%) to close at 13,573.32 and the S&P 500 rose 30.08 points (0.69%) to close at 4,369.01. The Russell 2000 gained 23.12 points (1.23%) to close at 1,896.33, and the FT Wilshire 5000 Index gained 334.20 points (0.76%) to close at 44,134.47.

The price of the 10-year Treasury note decreased 29/32, bringing the yield to 3.828%. The price of the 30-year Treasury bond decreased 30/32, bringing the yield to 3.928%.

Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership 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.
Retirement Experts: A Better Way To Crack the Retirement Income Nut.
Guaranteed income sources can help retirees maximize Social Security benefits.
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