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Wednesday, April 28, 2021
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Advisers Giving Back: Sean Patton
Raised by his family to believe in the importance of giving back, Patton now leads various important efforts in the Rochester community, from supporting breast cancer research advocates to helping run an adventure camp for children and young adults with disabilities.
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The Inside Take: Ascensus CEO on GIC, Stone Point Acquisition
Ascensus CEO David Musto says the goal of the deal is not for his firm to radically shift its strategy or change its approach to doing business; instead, the transaction is about scale, resources and knowledge-sharing.
Today’s Most Read
1. Stimulus Bill Extends Some Provisions of the CARES Act
2. Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
3. House Ways and Means Committee Passes SECURE Act 2.0
Aon, Alight Win Lawsuit Alleging PRT Failures
Following a bench trial, said the firms “acted prudently and reasonably in administrating, investing and terminating the pension plan.”
Lifetime Income Illustrations
Preparing committees for this SECURE Act requirement.
Once They Catch On, PEPs Could Grow Exponentially
The current hesitancy over how they will take shape will be overcome by appreciation among advisers and sponsors alike at the prospect of expanding retirement coverage, sources say.
Marketing Tips for 401(k) Plan Professionals
Rebecca Hourihan, founder of 401(k) Marketing, offers suggestions to help advisory industry professionals feel more confident in their personal brand.
Market Mirror Market Mirror Graph

Tuesday, the Dow was up 3.36 points (0.01%) at 33,984.93, the Nasdaq closed 48.56 points (0.34%) lower at 14,090.22, and the S&P 500 was virtually unchanged at 4,186.72. The Russell 2000 increased 3.26 points (0.14%) to 2,301.27, and the Wilshire 5000 was virtually unchanged at 44,049.36.

The price of the 10-year Treasury note was down 4/32, increasing its yield to 1.623%. The price of the 30-year Treasury bond fell 1 1/32, bringing its yield up to 2.298%.

Industry Intel Roundup
Featured Webcasts
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
Sponsored by Franklin Templeton
The Growth of Personalization in Retirement Plans: Product vs Solution
Products have not had strong traction in the retirement space, mainly because they don’t meet the needs or expectations of plan participants. Furthermore, with a lack of innovation since the rollout of target date funds, plan participants are seeking a more solutions-based approach. This webinar is geared for those financial professionals that are seeking to learn more about the future of personalization, retirement income and participant education.
2021 Practice Progress Series: Succession Planning—and How to Retire as an Adviser
Financial advisers focused on serving retirement plans and individual retirement account (IRA) owners are used to talking about the financial transition their clients will eventually make, from earning a steady income to living off of accumulated assets and investments. For any number of reasons, there is much less attention paid to advisers’ own long-term financial futures, and, indeed, many advisers nearing the traditional retirement age have yet to seriously plan their next step. Many know their business is valuable, but extracting that value is another question, and so is the issue of what happens to clients. This hourlong editorial webinar will bring together speakers who are experienced in this challenging topic. The panel will address the succession planning topic from start to finish—covering the process of valuing an established firm, finding a potential internal or external successor, and then exiting the business.
Financial Wellness: Voice of the American Worker
Staggering statistics show the average American worker is struggling with their financial health, thus impacting their overall well-being and productivity at work. Employers are embracing the challenge of improving their employee's total wellbeing by seeking ways to become the financial epicenter for their staff. In this panel webinar discussion, we will explore the shifting benefits ecosystem from different perspectives – with both in-plan and out-of-plan experience. In addition, we will share how technology is enabling and accelerating personalized financial wellness at the goal level and the implications for the future of retirement plan advisors.
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