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Weekday news and analysis for retirement plan advisers
Tuesday, November 22, 2022
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Data & Research
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Retirement plan advisers respond to DC recordkeepers that are present, active, and trusted partners, according to an annual Cogent Syndicated brand survey.
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Deals & People
Practice Management
Client Service
Data & Research
Self-Directed Investors Confidence Down Due to Challenging Market
Nearly half of self-directed investors feel less confident in their ability to save enough money to live comfortably throughout retirement, according to The Janus Henderson 2022 Retirement Confidence Report.
Today’s Most Read
1. Hub Launches 401(k) PEP for Small, Midsize Plan Sponsors
2. When Attorney-Client Privilege Applies Under ERISA
3. Suggestions for Best Plan Participant Service
Alternative Asset Managers Release Tool for ESG Disclosure
The ESG Integrated Disclosure Project is intended to provide a standard format for ESG-related disclosures and to offer companies a baseline from which to develop their ESG reporting capacity.
S&P Global Settles Mortgage-backed Security Case with SEC
Ratings agency agrees to $2.5 million fine over charges its sales and marketing team influenced analytics.
Webinar: Wealth Management in a Retirement Plan Practice
Join PLANADVISER on December 13 as a panel of industry experts discuss why wealth and retirement belong together—or do they?; how wealth management can be fit into an advisory firm’s service offering; how to approach revenue opportunities in wealth management, and more. 
Market Mirror Market Mirror Graph

Monday, the Dow lost 45.41 points (0.13%) to close at 33,700.28, the Nasdaq decreased 121.55 points (1.09%) to end trading at 11,024.51 and the S&P 500 decreased 15.40 points (0.39%) to close at 3,949.94. The Russell 2000 lost 10.59 points (0.57%) to close at 1,839.14 and the Wilshire 5000 decreased 192.23 points (0.49%) to close at 39,247.66. The price of the 10-year Treasury note increased 1/32, bringing the yield down to 3.833% The price of the 30-year Treasury note decreased 4/32, bringing the yield up to 3.904%.  

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