PLANADVISERdash – April 27, 2021

Weekday news and analysis for retirement plan advisers

Tuesday, April 27, 2021

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Wanta Be a PPP?

The PEP presents an opportunity for advisers to offer a single participant-directed, tax-qualified defined contribution (DC) retirement plan such as a 401(k) to a group of employers that are unrelated. Each adviser should understand what it means to be a PPP and whether that’s a good role for him.

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Data Points: Customization and the QDIA

Five years ago, more than 10% of plans that offered managed accounts used them as a default. Today? Our proprietary data shows usage of default managed accounts has been cut in half.

Today’s Most Read

1.	Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2.	2023 Retirement Plan Adviser of the Year Finalists
3.	With SECURE 2.0, the Cash Balance DB Plan May Be Back

Sponsored by Nationwide Financial

Explore 401(k) and 403(b) solutions in our new Consultant Center.

We offer thought leadership, tools, and industry insights. With our high-touch service and history of excellence, we go above and beyond to support you and clients.

How Advisers Can Evaluate Stable Value Investments

Experts say they should consider performance, risk mitigation, team and process—as well as how the accounts are managed, how assets are protected and what termination rights they offer to sponsors.

PCIA’s Take on Retirement Adviser Industry M&A, Wealth Trends

Emerging market realities continue to strengthen the ties between retirement plan advisory services and individual wealth management, as evidenced by recent M&A activity.

Industry Views on Customized TDFs, Managed Accounts

Customization has significant appeal, but for the vast majority of participants, retirement plan experts say off-the-shelf TDFs are still a fine way to go.

UBS Adds Analytics Tool to Workplace Wealth Solutions Offering

A collaboration with Equifax helps employers understand financial stressors affecting employees.

Market Mirror

Yesterday, the Dow was down 61.92 points (0.18%) at 33,981.57, the Nasdaq closed 121.96 points (0.87%) higher at 14,138.78, and the S&P 500 was up 7.45 points (0.18%) at 4,187.62. The Russell 2000 gained 26.15 points (1.15%) to finish at 2,298.01, and the Wilshire 5000 increased 17474 points (0.40%) to 44,050.02.

The price of the 10-year Treasury note decreased 22/32, bringing its yield up to 1.572%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 2.245%.

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