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Weekday news and analysis for retirement plan advisers
Friday, March 10, 2023
Exclusives | Awards | Research | Events
2023 Retirement Plan Adviser of the Year Finalists
Announcing our finalists in the categories of Efforts in Diversity, Equity and Inclusion (DEI) and Community Impact and Giving Back. Read the story to see finalists in all six categories in 2023!
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Biden’s 2024 Budget Proposes Certain Investment-Related Taxes
The president’s budget increases various taxes such as those on capital gains for millionaires and stock buybacks.
Today’s Most Read
1. 2023 PLANADVISER Top Retirement Plan Advisers
2. 2023 PLANADVISER Top Retirement Plan Advisers
3. Why 529 Education Savings Plans Are More Valuable Than Ever
Senators Propose Legislation to Encourage Social Security Literacy
The legislators want to increase the clarity and number of paper statements workers receive from the Social Security Administration to encourage collection of larger benefit amounts.
Student Loan Firm Candidly Raises $20.5M in Financing
Candidly’s student debt and savings service for employers and retirement recordkeepers has brought in Series B financing led by investment firm Altos Ventures.
SECURE 2.0 Webinar Series: Financial Wellness Benefits, March 15
Join PLANADVISER, PLANSPONSOR and a panel of industry experts on March 15 as they review SECURE 2.0 provisions related to employee financial wellness; ways plan sponsors can implement new benefits, and how advisers can help them. 
Market Mirror Market Mirror Graph

Thursday, the Dow decreased 543.54 points (1.66%) to close at 32,254.86, the Nasdaq decreased 237.65 points (2.05%) to close at 11,338.36 and the S&P 500 lost 73.69 points (1.85%) to close at 3,918.32. The Russell 2000 lost 52.89 points (2.81%) to close at 1,826.59 and the Wilshire 5000 lost 804.98 (2.02%) to close at 39,050.06.

The price of the 10-year Treasury note decreased 2/32, bringing the yield to 3.911%. The price of the 30-year Treasury bond decreased, bringing the yield to 3.856%.

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