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Weekday news and analysis for retirement plan advisers
Monday, October 16, 2023
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How to Champion a Financial Wellness Plan
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Experts recommend implementing metrics for success and maintaining regular outreach.
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The PLANADVISER Interview: Kourtney Gibson, Chief Institutional Client Officer, TIAA
The head of the firm’s retirement solutions group talks guaranteed income, the savings gap and treating consultants and advisers as clients.
Today’s Most Read
1. IRS Increases 2025 401(k) Contribution Limit, Holds IRA Limit
2. Stout Joins Prime Capital as National Retirement Practice Leader
3. State Street Lands Guinness Record for Bell-Ringing Outside Nasdaq
Voya Focusing on PEPs, MEPs With Advisers, Says Top Exec
The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B in assets in its pooled plans. 
Retirement Industry People Moves
Vestwell names Rettig to board of directors; Star Mountain Capital adds DeAngelis as senior adviser; Club Vita appoints Gleed as head of U.S. business development.
Does Anyone Support the Predictive Analytics Rule?
Nobody in the investment advice industry seems to, and few and far between appear to elsewhere.
Market Mirror Market Mirror Graph

Friday, the Dow rose 39.15 points (0.12%) to close at 33,670.29, the Nasdaq lost 166.99 points (1.23%) to close at 13,407.23 and the S&P 500 lost 21.83 points (0.50%) to close at 4,327.28. The Russell 2000 lost 14.54 points (0.84%) to close at 1,719.71, and the FT Wilshire 5000 Index lost 241.88 points (0.55%) to close at 43,443.56.

The 10-year Treasury note rose 27/32, bringing the yield to 4.632%. The 30-year Treasury bond rose 1 2/32, bringing the yield to 4.77%.

For the week ending October 13, the Dow rose 0.79%, the Nasdaq lost 0.18% and the S&P 500 rose 0.44%. The Russell 2000 fell 1.48%, and the FT Wilshire 5000 Index ended 0.26% lower.

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