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Weekday news and analysis for retirement plan advisers
Thursday, November 10, 2022
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Practice Management
Full-Service Retirement Advisers Are Engaging in Busy Open Enrollment Season – With a Light Touch
PA-110922-Open-Enrollment-and-Retirement-web
Retirement advisories at companies also providing HR benefit, wealth management, and financial wellness are talking saving during this period of high inflation and market volatility, but with care not to overwhelm participants.
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Compliance
ESG Industry Put on Notice by Congressional Republicans
ESG investment strategy and the businesses around it has been sharply criticized and challenged by Republican leaders on all levels of government.
Today’s Most Read
1. DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
2. Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
3. Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
A DOL ESG Investigation Story
An adviser’s message to his peers is to not fear including ESG factors in investment analysis.
Retirement FinTech Startup Lilly to Push Credit Card Rewards to IRAs
Venture-capital backed startup Lilly Funds recently launched a savings app to ship cash rewards from purchases to retirement accounts.
Scaling for the Future
A SEP plan or SIMPLE can be a bridge to a traditional DC plan.
Market Mirror Market Mirror Graph

Wednesday, the Dow lost 646.89 points (1.95%) to close at 32,513.94, the Nasdaq decreased 263.03 points (2.48%) to close at 10,353.18 and the S&P 500 lost 79.54 points (2.08%) to end trading at 3,748.57. The Russell 2000 decreased 48.53 points (2.68%) to close at 1,760.40 and the Wilshire 5000 lost 845.00 points (2.21%) to close at 37,306.44. The price of the 10-year Treasury note increased 24/32, bringing the yield down to 4.096%. The price of the 30-year Treasury bond was unchanged, bringing the yield down to 4.275%.

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