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Weekday news and analysis for retirement plan advisers
Wednesday, October 11, 2023
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SECURE 2.0: Provisions, Mandates and Uncertainties
PAPS - SECURE 2.0 Road Map
Experts review the road map for current and upcoming dates of the retirement legislation.
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SEC’s AI Proposal Would Negatively Affect Retirement Education Features, Commenters Say
The feedback period for the SEC proposal on artificial intelligence and conflicts of interest closed today, and the feedback has been overwhelmingly negative.
Today’s Most Read
1. How Plan Advisers Are Reacting to Trump Election Win
2. Industry Watchers Point to Fiduciary Rule, ESG, Markets After Trump Win
3. Morningstar Researchers Weigh In on Hypothetical Federal Retirement Plan
Managed Account Sponsors Believe Advisers Can Better Use Offerings, Cerulli Reports
The consulting firm's latest survey revealed that managed account sponsors have significant concerns about plan advisers’ ability to optimize portfolio management.
What Advisers Should Know About Cybersecurity Insurance
Experts provide insight into an insurance market predicted to grow from $6 billion to $33 billion in coming years.
The PLANADVISER Interview: Michael Francis, Francis LLC
The advisory head discusses the conflicts of interest risk in merging retirement plan advisement and wealth management, plus why he champions his firm’s fee-based model.
Market Mirror Market Mirror Graph

Tuesday, the Dow rose 134.65 points (0.40%) to close at 33,739.30, the Nasdaq rose 78.61 points (0.58%) to close at 13,562.84 and the S&P 500 rose 22.58 points (0.52%) to close at 4,358.24. The Russell 2000 rose 19.95 points (1.14%) to close at 1,775.95, and the FT Wilshire 5000 Index rose 261.76  points (0.60%) to close at 43,871.27.

The 10-year Treasury note rose 1  1/32, bringing the yield to 4.658%. The 30-year Treasury bond rose 1 31/32, bringing the yield to 4.840. 

Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership 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.
Interest Grows in Finding New Uses for Stable Value
MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.
Inside TIAA’s $294B Investment Engine
TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.
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