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Weekday news and analysis for retirement plan advisers
Thursday, May 11, 2023
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Deals & People
Announcing 2023’s Plan Adviser of the Year Award Winners
PAIL23-Dinner-AWC_4259
Adviser firms in six categories were honored at a dinner in New York Wednesday night.
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Compliance
Vestwell Partners with JP Morgan on Small Business 401(k) Plans
The digital recordkeeping platform will be available to JP Morgan's 401(k) product for small businesses, following the partnership.
Today’s Most Read
1. DOL Files to Pause Appeal of Fiduciary Rule
2. Income Target-Funds Reach $22B in Assets in 2024
3. Answering Questions About SECURE 2.0 Catch-Up Provisions
Adviser Product Partnerships
SMArtX adds 25 strategies to unified managed accounts platform, including from Fidelity and Nuveen; Goalsetter partners with Envestnet; Holistiplan tax planning technology now available to Advisor Group; and more.
Industry Voices Object to SEC Safeguarding Rule
Adviser advocacy and interest groups expressed disapproval for the SEC’s proposal, citing discretionary trading concerns and limiting annuity use.
New RIA Aims to Advise Plan Sponsors on Diligent Annuity Selection
Experts in the insurance and asset management industries have launched Annuity Research & Consulting to advise 401(k) plan sponsors and recordkeepers on annuities.
Market Mirror Market Mirror Graph

Wednesday, the Dow fell 30.48 points (0.09%) to close at 33,531.33, the Nasdaq gained 126.89 points (1.04%) to close at 12,306.44 and the S&P 500 gained 18.47 points (0.45%) to close at 4,137.64. The Russell 2000 gained 9.83 points (0.56%) to close at 1,759.51 and the Wilshire 5000 gained 182.61 points (0.45%) to close at 40,810.56.

The price of the 10-year Treasury note rose, bringing the yield to 3.440%. The price of the 30-year Treasury bond TK, bringing the yield to 3.797%.

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