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Washington Insiders Offer Timeline Update on SECURE 2.0
Washington Insiders Offer Timeline Update on SECURE 2.0
Comprehensive retirement reform is expected to pass this year and is intended to increase access to retirement accounts.
Data and Research
Workers’ Financial and Retirement Concerns Have Shifted
New data shows significant shifts in workers’ needs from last year.   
Most Read

2023 DC Survey Standouts
Understanding Investments and Fees: A Key Part of Plan Committee Education
TIAA In-Plan Retirement Income Option Reaches $30B
Monday, the Dow decreased 128.85 points (0.39%) to close at 32,732.95, the Nasdaq lost 114.31 points (1.03%) to finish trading at 10,988.15 and the S&P 500 was down 29.08 points (0.75%) to close at 3,871.98. The Russell 2000 decreased 0.0577 points (0.00%) to close at 1,846.86 and the Wilshire 5000 was down 250.21 points (0.64%) to close at 38,702.50.

The price of the 10-year Treasury note decreased 3/32 bringing the yield up to 4.057%. The price of the 30-year Treasury bond decreased 30/32 bringing the yield up to 4.201%.
Yale 403(b) Fiduciary Breach Counts Withstand Motions
A federal judge has granted in part and denied in part, the Yale University motion for summary judgement.
Fiduciary Forum
A Time to Amend
Committee members may want to get ahead of some plan changes.
Exploring ESG Investing Conference
Join us Thursday, November 10, for a virtual conference to learn about regulations for environmental, social and governance investing in retirement plans; the debate over whether ESG factors are financial/performance factors; and what allocators, plan sponsors and advisers should consider when deciding whether and how to use ESG investments. 
DC Survey Now Open
For more than 20 years, PLANSPONSOR’s annual Defined Contribution Survey has provided benchmarking data for nearly 50 industries/business sectors and for 401(k), 403(b), and other DC plans, as well as nonqualified plans. Represent your industry and plan type by participating, and you’ll receive a free benchmarking report.
ON THIS DATE: In 1765, British Parliament enacted The Stamp Act in the American colonies. In 1800, President John Adams, in the last year of his only term as president, moved into the newly constructed President’s House, the original name for the White House. In 1861, General George B. McClellan was made the general-in-chief of the Union armies. In 1946, the New York Knickerbockers defeated the Toronto Huskies 68-66 in the first National Basketball Association In 1950, two Puerto Rican Nationalists attempted to assassinate President Harry S. Truman at Blair House in Washington, D.C. In 1993, the Maastricht Treaty went into effect, formally establishing the European Union. In 1994, the domain name was registered. In 1997, director James Cameron’s “Titanic,” a drama about the doomed ocean liner, had its first public screening at the Tokyo International Film Festival. The movie became one of the highest grossing of all time, and it made Leonardo DiCaprio and Kate Winslet international stars.
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