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Weekday news and analysis for retirement plan advisers
Tuesday, June 20, 2023
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Senior Safe Act Incentivizes Reporting Financial Exploitation of Seniors
Experts explained during a FINRA webinar that the act provides financial institutions immunity for reporting potential exploitation of senior citizens. 
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Retirement Industry People Moves
CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives; and more.
Today’s Most Read
1. House Committee Advances Bill to Vacate Retirement Security Rule
2. J.D. Power Names Top 5 Firms With Highest Financial Adviser Satisfaction Ratings
3. Gen X, With Retirement “Around the Corner,” Not Confident in Income Replacement
What Can AI Do for the Retirement Plan Industry?
Three different chatbots serve as examples of how AI technology can streamline multiple parts of the business.
Ameritas Launches PEP
The pooled employer plan solution will be available on Ameritas’ flexible retirement plan platform.
Pfizer Hit with Excessive Fee 401(k) Complaint
A former employee claims that plan fiduciaries operating the Pfizer 401(k) Savings Plan breached their ERISA duties.
Market Mirror Market Mirror Graph

Friday, the Dow fell 108.94 points (0.32%) to close at 34,299.12, the Nasdaq fell 93.25 points (0.68%) to close at 13,689.57 and the S&P 500 fell 16.25 points (0.37%) to close at 4,409.59. The Russell 2000 fell 13.81 points (0.73%) to close at 1,875.47, and the FT Wilshire 5000 Total Market Index fell 183.12 points (0.41%) to close at 44,473.36.

For the week ending June 16, the Dow rose 1.25%, the Nasdaq rose 3.25% and the S&P 500 rose 2.58%. The Russell 2000 rose 0.52%, and the FT Wilshire 5000 Total Market Index finished 2.47% higher.

The price of the 10-year Treasury note fell 25/32, bringing the yield to 3.765%. The price of the 30-year Treasury bond fell 24/32, bringing the yield to 3.853%.

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