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Weekday news and analysis for retirement plan advisers
Wednesday, March 08, 2023
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2023 PLANADVISER Retirement Plan Adviser of the Year Finalists
Announcing our finalists in the categories of Plan Sponsor Service and Plan Participant Service. More finalists to be announced tomorrow and Friday.
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To Rollover or Not to Rollover? That is the Question for Retirees
A line is being drawn in the retirement industry between those advocating for participants to roll out of plans and those looking to keep them in plan, according to Cerulli.
Today’s Most Read
1. Fidelity Data Breach Exposed Info of 77,000 Clients
2. Who Is Most at Risk for Retirement Savings Shortfall?
3. 401(k) Traders Shifting to Fixed Income
How to Guide Retirement Savers in 2023
Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up an emergency reserve, according to J.P. Morgan experts.
Five New Members Added to ERISA Advisory Council
The five new members join the Council, totaling 15 members, who give advice to the DOL on ERISA regulatory matters.
Join Us Today and Tomorrow for Our Virtual DB Summit
The DB Summit is designed to help plan sponsors that have or are considering adding a DB plan make the important decisions.  Join us as we explore the prospective role of DB plans in American’s retirement security on March 8 and 9. Receive a $10 coffee card if you are among the first 100 registrants who log into the event each day.    
Market Mirror Market Mirror Graph

The price of the 10-year Treasury note was unchanged, bringing the yield to 3.970%. The price of the 30-year Treasury bond decreased 1/32, bringing the yield to 3.874%.

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