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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. What Exactly Is Driving the Great Resignation?
2. Risks and Rewards of Managed Accounts
3. Retirement Industry People Moves
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.
PLANADVISER Webinar Advisory Firm Culture sponsored by Wells Fargo Advisors
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters every bit as much as its financials. The topic of firm culture is likewise central to discussions about some of the adviser industry’s most pressing challenges and biggest opportunities. But what, exactly, is firm culture, and what does it take to build a positive and productive environment for staff and leadership alike?
Sponsored by American Century Investments
When Bull & Bear Collide: Target-Date Evaluation in Volatile Times
Please join American Century Investments’ Rich Weiss, Nancy Pilotte, and Glenn Dial as they discuss how disciplined target date fund management can help ease the impact of volatility on DC investors’ portfolios. We’ll share current insights on: • The economic outlook and inflection points • The impact of volatility on retirement readiness • Target date strategies for uncertain markets • The importance of suitability in target-date selection and monitoring
Sponsored by American Century Investments
In-Plan Guaranteed Income: What Do Sponsors and Participants Want?
85% of DC plan participants wish their employer’s retirement plan had an option to help generate income in retirement. Meanwhile, 8 in 10 sponsors agree that participants need in-plan income options – yet less than a quarter are very familiar with the SECURE Act safe harbor (1). Please join us as Glenn Dial, Senior Retirement Strategist at American Century Investments, shares these and other recent insights on sponsor and participant demand for in-plan retirement income solutions. Highlights include: • Product features that get high – and low – marks • Why “annuity” is a dirty word – and what types of products hold the most appeal • Fiduciary and implementation considerations for sponsors (1) Greenwald Research 2021 In-Plan Insights Program.
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