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Weekday news and analysis for retirement plan advisers
Friday, October 06, 2023
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Data & Research
Survey: 73% of Top Advisers Chat In-Plan Annuities With Clients
PA-060823-PA-Pulse-Survey-1246548285-web
PLANADVISER’s quarterly pulse survey finds the majority of retirement plan advisers “occasionally” discuss in-plan options, but some don’t see the market as viable yet.
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67% of Small Businesses Expect Revenue Gains
That makes it an ideal time for these employers to consider adding or enhancing workplace retirement plans, according to a Bank of America expert.
Today’s Most Read
1. Nearly Half of Retirees Have No Formal Decumulation Strategy
2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO
3. 401(k)s and the Courts in 2025
Investment Product and Services Launches
Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark service; and more.
Will ESOPs Finally Get Regulatory Clarity?
SECURE 2.0 requires DOL to create rules for ESOP valuation.
Introducing PLANADVISER’s New Digital Experience
Revamped website will highlight trending stories, features, videos and infographics.
Market Mirror Market Mirror Graph

Thursday, the Dow fell 9.98 points (0.03%) to close at 33,119.57, the Nasdaq fell 16.18 points (0.12%) to close at 13,219.83 and the S&P 500 fell 5.56 points (0.13%) to close at 4,258.19. The Russell 2000 rose 2.50 points (0.14%) to close at 1,731.51, and the FT Wilshire 5000 Index lost 53.03 points (0.12%) to close at 42,823.19.

The 10-year Treasury note increased 2/32, bringing the yield to 4.711%. The 30-year Treasury bond decreased 4/32, bringing the yield to 4.890%.

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