Wednesday, January 26th, 2022 A biweekly topical newsletter from PLANADVISER Retirement Income One of the first steps in solving for retirement income is rethinking the jargon that often gets used with plan sponsors. For example, most employers don’t know the difference between ‘in-plan’ and ‘out-of-plan’ income. There also needs to be collaboration among the plan’s stakeholders, meaning that the asset manager, consultant and plan sponsor need to work together to present straightforward income solutions. The Markets PRTs and In-Plan Annuities Among Top 2022 Trends to Watch The past two years have been challenging for institutional investors, but they have also brought about opportunities to address some long-term financial challenges. The Markets Asset Managers Weigh In on DC Plan Investment Trends They foresee growth in the use of CITs, retirement income products and ESG investments. The Markets Learned Lessons and Market Musings From CIO Bob Doll The Crossmark investment leader expects 2022 to be more challenging for investors, as central banks unwind supportive policies in response to the ongoing economic recovery and macroeconomic conditions drive higher inflation. Data & Research Hub Expects Good Retirement Outcomes for American Workers A solid retirement plan is essential for workers’ financial well-being and may be just as important as health benefits, the firm argues. Data & Research How Consumption Changes as Retirement Progresses The traditional view is that retirees prefer steady consumption as they age, but research suggests that spending declines as retirement progresses. The Markets Making Sense of the Interest Rate Evolution The economy is expanding fast, and the U.S. Federal Reserve is growing more worried about inflation than employment; that much is clear in early 2022, but what comes next for the markets and the economy is not. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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 400, Rockville, MD 20850