Wednesday, October 25th, 2023 A topical newsletter from PLANADVISER Plan & Participant Service The opportunity for retirement plan advisers to provide strong plan service is greater than ever, but the complexities are also numerous. This Spotlight newsletter showcases PLANADVISER’s coverage of the most recent trends in plan and participant services. SPONSORED AD PRACTICE MANAGEMENT How to Leverage SECURE 2.0 to Improve Participant Outcomes Participant demographics and behavior can guide plan advisers and sponsors to specific areas of retirement policy, says Vanguard’s managing director of institutional investing. PRACTICE MANAGEMENT Experts: Good Demographic Data Key to Driving Plan Design Going beyond foundational participant data is valuable in addressing employee needs and attitudes, according to a panel of retirement industry experts. PRODUCTS & SERVICES Personalizing DC Investing Grows Thanks to Data, Coordination, Panelists Say Advancements in managed accounts have driven down fees, complexities and poor user experiences to improve customized retirement savings, according to LeafHouse Financial conference panelists. DATA & RESEARCH Most Retirees Would Change Retirement Strategy, Lincoln Financial Finds Separately, Hartford Funds’ Mike Lynch says employers should consider a program for retirees to mentor pre-retirees to improve retirement readiness. DATA & RESEARCH Inflation Is Reshaping Retirement Outlooks, MFS Reports Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns. PRODUCTS & SERVICES BlackRock Launches Target-Date ETFs Aimed at Self-Directed Retirement Savers The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access.  Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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