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Wednesday, November 15, 2023
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Fewer Than Half of Workers Plan to Review Retirement Plan Contribution
PA-111323-Corebridge-1637972173-web
Corebridge experts recommend employees take advantage of this months open enrollment to expand their retirement savings. 
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House Republicans Propose Budget Bill That Would Repeal DOL Rules
Budget proposal for the DOL would prevent the regulator from implementing its ESG rule, independent contractor status and proposals on fiduciary advice.
Today’s Most Read
1. Vestwell Adds TIAA Lifetime Income Offering
2. Salesforce Settles 401(k) Suits for $1.35M
3. Alera Group Acquires $24B Advanced Capital Group
Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4%
Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s 3.8%.
Envestnet, Empower Launch 401(k) Plan Solution for Financial Advisers
The retirement platform is geared toward wealth managers seeking a plan option and includes four options for providers of target-date funds.
Adviser Talks: Scott Ciullo on Participant Enrollment
The director of retirement plans for KerberRose Wealth Management walks through a case study for on-site participant enrollment.
Market Mirror Market Mirror Graph

Tuesday, the Dow rose 489.83 points (1.43%) to close at 34,827.70, the Nasdaq rose 326.64 points (2.37%) to close at 14,094.38 and the S&P 500 rose 84.15 points (1.91%) to close at 4,495.70. The Russell 2000 gained 92.82 points (5.44%) to close at 1,798.32, and the FT Wilshire 5000 Index gained 983.98 points (2.23%) to close at 45,142.60.

The 10-year Treasury note increased 1 26/32, bringing the yield to 4.454%. The 30-year Treasury bond increased 1 32/32, bringing the yield to 4.635%. 

Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
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