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Weekday news and analysis for retirement plan advisers
Wednesday, November 16, 2022
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Applications and Implementation of The New Marketing Rule
Various leaders within the SEC discussed in a public seminar today some of the interpretations and applications of the new marketing rule.
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Retirement Plans Still Vital in Talent War to Retain Employees
Research from Voya finds U.S. workers still value a retirement plan about as much as a flexible work arrangement. Ubiquity Retirement + Savings backed up the findings, saying it will double sales of 401(k)s in part due to the war for talent.
Today’s Most Read
1. A ‘Slam Dunk’: 401(k) Auto-Portability Network Nears Live Date
2. SageView’s Long: ‘Tremendous’ Consolidation Still to Come in Retirement, Wealth
3. Judge Upholds DOL ESG Rule
Alight Expands Partner Network to Add Well-Being Solutions
Worklife platform’s new partners add musculoskeletal care and tobacco cessation solutions to promote employees’ well-being.
DOL Rejects ForUsAll’s ‘Tactical Retreat’ in Crypto Retirement Case
The DOL shot back at 401(k) provider ForUsAll’s offer to drop its suit if the court confirmed a DOL warning about crypto in retirement plan as “not binding.”
Principal Trading
PTE 20-02 complicates the meaning of investment advice.
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 56.22 points (0.17%) to close at 33,592.92, the Nasdaq increased 162.19 points (1.45%) to close at 11,358.41 and the S&P 500 increased 34.48 points (0.87%) to close at 3,991.73. The Russell 2000 increased 27.96 points (1.50%) to close at 1,889.20 and the Wilshire 5000 gained 405.54 points (1.03%) to close at 39,844.30. The price of the 10-year Treasury note increased 7/32, bringing the yield down to 3.779%. The price of the 30-year Treasury bond increased 1 4/32, bringing the yield down to 3.960%.

Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring content from thought leadership authorities. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
Sponsored by MFS Investment Management
Client Material: The Potential Benefits and Features of Working Longer
Deciding when to retire is a personal choice your clients will make based on many factors. How they plan for that day can be both exciting and stressful with many complex questions. Share this piece with clients to help answer key retirement planning questions.
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