Planadviser Logo
Weekday news and analysis for retirement plan advisers
Thursday, September 21, 2023
Exclusives | Awards | Research | Events
Products
A ‘Slam Dunk’: 401(k) Auto-Portability Network Nears Live Date
PA-092023-Retirement-Clearinghouse-To-Go-Live-1410183999-web
A program starts in October giving plan sponsors the option for terminated small plans to automatically port to active 401(k)s if within a network of recordkeepers.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
Funds’ Portfolios Must Reflect Their Name, SEC Says
New rule means funds will have to derive 80% of their value from investments related to their official names.
Today’s Most Read
1. LPL Terminates CEO Arnold for Violating “Respectful Workplace” Rules
2. LPL’s Arnold Has Settlement Chance as Steinmeier Called Worthy Successor
3. Charles Schwab CEO Walt Bettinger to Retire
DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3
The uptick comes as RIA M&A activity experienced a slowdown for the previous 12 months.
Conduent to Transfer $2.7B in HSA Assets to HealthEquity
The business processes outsourcing provider will exit the flexible spending account business, and plan sponsors' accounts will transfer to HealthEquity in the first quarter of next year.
AI Is Reshaping Financial Wellness, but Can It Improve Retirement Savings?
Generative AI is already impacting financial wellness tools, but in coming years, it’s likely to have a greater role in retirement saving and wealth management, according to industry experts.
Market Mirror Market Mirror Graph

Wednesday, the Dow fell 76.85 points (0.22%) to close at 34,440.88 the Nasdaq fell 209.06 points (1.53%) to close at 13,469.13 and the S&P 500 fell 41.75 points (0.94%) to close at 4,402.20. The Russell 2000 fell 16.43 points (0.90%) to close at 1,810.10, and the FT Wilshire 5000 Index fell 406.56 points (0.91%) to close at 44,335.54.

The 10-year Treasury note rose 2/32, bringing the yield to 4.414%. The 30-year Treasury bond rose 1/32, bringing the yield to 4.45o. 

rss icon linkedin-in icon
Unsubscribe | Manage Subscriptions | Contact Us
Copyright ©2024 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 300, Rockville, MD 20850