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Weekday news and analysis for retirement plan advisers
Monday, May 01, 2023
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Data & Research
Can Employers Help Americans Struggling to Save Amid Inflation?
PA-042823-FinFit-Retirement-data-1214054329-web
More than 20% of U.S. workers made reported borrowing from their retirement savings in 2022, according to FinFit.
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Retirement Industry People Moves
Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.
Today’s Most Read
1. Investors Concerned About the Big, Beautiful Bill's Section 899
2. Gen Z, Millennials Redefining the Future of Work
3. Senate GOP Releases Tax Plan, With Some Key Changes From House Version
House Committee Unanimously Approves Bill Requiring SEC to Study Size Cutoff for Advisory Firms
The Small Entity Update Act requires the SEC to revisit the ‘small entity’ definition of advisory firms every five years.
Judge Dismisses Excessive Fee Complaint Against HR Firm TriNet
The 2020 retirement lawsuit alleged that the plan committee did not properly monitor recordkeeper and investing fees.
Financial Wellness Differentiators 
Financial wellness is the latest frontier of participant education. According to the 2023 PLANSPONSOR Industry Benchmarking report, 77% of plan sponsors offer some sort of financial wellness program. Participants are taking notice too: Of respondents to the 2022 PLANSPONSOR Participant Survey, 43.5% said financial literacy/wellness programs were extremely helpful in improving their economic status and reducing financial stress.
Market Mirror Market Mirror Graph

Friday, the Dow gained 272.00 points (0.80%) to close at 34,098.16, the Nasdaq gained 84.35 points (0.69%) to close at 12,226.58 and the S&P 500 gained 34.13 points (0.83%) to close at 4,169.48. The Russell 2000 increased 17.76 points (1.01%) to close at 1,768.99 and the Wilshire 5000 increased 324.47 points (0.80%) to close at 41,064.05.

The price of the 10-year Treasury note increased 3/32, bringing the yield to 3.422. The price of the 30-year Treasury bond increased 3/32, bringing the yield to 3.677%.

For the week ending April 28, the Dow rose 0.86%, the Nasdaq increased 1.28% and the S&P 500 increased 0.87%. The Russell 2000 fell 1.26% and the Wilshire 5000 finished 0.53% higher. 

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