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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. Infosys Breach From 2023 Exposed Personal Data of 6 Million People
2. Voya to Acquire OneAmerica’s Retirement Plan Business
3. How Recordkeepers Can Stay Competitive
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.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
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.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
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