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Wednesday, April 05, 2023
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Managed Accounts vs. TDFs: Is the MA Cost to Participants Worth It?
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Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts.
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Adviser Satisfaction Dips Amid Big Market Drop
In 2022, investor satisfaction with full-service investment advisers fell 17 points on a 1,000-point scale. 
Today’s Most Read
1. Vestwell Adds TIAA Lifetime Income Offering
2. Salesforce Settles 401(k) Suits for $1.35M
3. Alera Group Acquires $24B Advanced Capital Group
DOL Takes On Lawsuit Challenging Its ESG Rule
The Department of Labor argued the ESG rule merely permits ESG considerations and is consistent with ERISA.
SECURE 2.0's Disappointments
SECURE 2.0 has a number of issues with it such as its budget myopia and failure to expand access adequately.
Pensionmark Appoints New M&A Head to Push Growth
Former Envestnet M&A lead joins Pensionmark about one year after the firm was acquired by World Insurance with goal of adding advisers.
Market Mirror Market Mirror Graph

Tuesday, the Dow fell 198.77 points (0.59%) to close at 33,402.38, the Nasdaq fell 63.12 points (0.52%) to close at 12,126.33 points and the S&P 500 dropped 23.91 points (0.58%) to close at 4,100.60. The Russell 2000 dropped 32.66 points (1.81%) to close at 1,769.65 and the Wilshire 5000 lost 294.47 points (0.72%) to close at 40,522.93.

The price of the 10-year Treasury note decreased 3/32, bringing the yield to 3.342%. The price of the 30-year Treasury bond decreased 1/32, bringing the yield to 3.597%. 

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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