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Weekday news and analysis for retirement plan advisers
Wednesday, April 26, 2023
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A Three-Step Plan for Employers to Encourage Financial Wellness
PA-042423-April-Financial-Literacy-Month-1169111797-web
For April’s National Financial Capability Month, the head of retirement services at Corebridge Financial suggests understanding, engaging and taking action to help improve financial wellness.
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Smart Retirement Launches PEP with Transamerica
The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.
Today’s Most Read
1. Changes to Federal Student Loan Repayment Forgiveness Increasing Financial Stress
2. LPL Financial Acquiring Commonwealth Financial Network
3. Does the 4% Rule Still Stand?
Proposed Bill Would Allow CITs in 403(b) Plans
403(b) plan advisers may have their patience rewarded with a potential bill to allow CITs is on the table.
The Business Case for Offering HSAs
Panelists at the 2023 PLANADVISER/PLANSPONSOR HSA Conference discuss the business benefits of offering health savings accounts.  
What Participants Need
3 industry experts weigh in on how employers can help participants meet their retirement goals.
Market Mirror Market Mirror Graph

Tuesday, the Dow fell 344.57 points (1.02%) to close at 33,530.83, the Nasdaq fell 238.05 points (1.98%) to close at 11,799.16 and the S&P 500 fell 65.41 points (1.58%) to close at 4,071.63. The Russell 2000 fell  42.92 points (2.40%) to close at 1,745.95 and the Wilshire 5000 lost 698.40 points (1.71%) to close at 40,157.17.

The 10-year Treasury note rose 8/32, bringing the yield to 3.402%. The 30-year Treasury bond rose 31/32, bringing the yield to 3.661%.

Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
June 11, 2025
Retirement Plan Advisers of the Year in Conversation
2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.
September 10, 2025
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
December 10, 2025
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead.
March 12, 2025
Understanding Adviser Value
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
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