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Weekday news and analysis for retirement plan advisers
Wednesday, April 06, 2022
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Taking Stock of the SEC’s Ambitious Climate Agenda
Now that the financial services industry has had some time to digest the 500-plus pages of proposed rulemaking text, compliance experts are offering insight about exactly what the SEC’s climate disclosure regulations entail.
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Study Finds Advantages to Virtual Retirement and Financial Wellness Education
An increase in participant engagement and confidentiality are reasons to continue virtual meetings when employees are back in the office. 
Today’s Most Read
1. NQDC Plans Increasingly Used to Try and Draw, Retain Execs
2. Wait, SECURE 2.0 Might Not Pass?
3. A Reminder to Avoid Fraudulent Hardship Withdrawals
Crypto Investing and Financial Literacy Across Generations
While most people in each generation still expect to rely on traditional income sources such as 401(k)s and Social Security in retirement, cryptocurrency has also made it onto the list.
401(k) Trading High in the First Quarter
The first quarter was busy for investors despite March’s market rally.
Revenue Sharing Considerations: Fees and Fiduciary
Advisers must monitor the plan and perform benchmarking to assess reasonableness of fees.
Market Mirror Market Mirror Graph

Tuesday, the Dow lost 280.70 points (0.80%) to finish at 34,641.18, the Nasdaq fell 328.39 points (2.26%) to 14,204.17, and the S&P 500 closed 57.52 points (1.26%) lower at 4,525.12. The Russell 2000 decreased 49.40 points (2.36%) to 2,046.04, and the Wilshire 5000 dropped 702.63 points (1.52%) to 45,507.08.

The price of the 10-year Treasury note decreased 1 3/32, bringing its yield up to 2.555%. The price of the 30-year Treasury bond fell 2 5/32, increasing its yield to 2.579%.

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.
2022 PA Practice Progress Webinar Series: Wealth Management in a Retirement Plan Practice
Retirement plan advisory groups are naming wealth management leaders to key roles, and aggregator firms are merging with wealth advisers as well as benefits advisers. Sources say firms see their wealth management groups as drivers of growth, but what else is spurring this trend? Join PLANADVISER and a group of industry experts to learn: • Why wealth and retirement belong together—or do they? • How wealth management can be fit into an advisory firm’s service offering, • How to approach revenue opportunities in wealth management, and more. An attorney will help provide context about fiduciary issues in this space. You won’t want to miss the robust discussion in the final iteration of PLANADVISER’s Practice Progress webinar series for 2022!
PLANSPONSOR and PLANADVISER Webinar: Your HSA Questions Answered
Sponsored by MetLife An educational webinar about health savings accounts One outcome of the COVID-19 pandemic is the greater attention paid to benefit offerings. Employees are evaluating their benefits more, according to surveys, and employers are refining their benefits lineup to meet employees’ needs in a more competitive labor market. There’s an opportunity to meet employees’ health care coverage, financial wellness and retirement readiness needs with health savings accounts. Now is the time to consider the advantages of HSAs and the role they can play in meeting plan sponsor and participant goals. However, plan sponsors and participants have many questions about HSAs—on how they work, what they cover and the tax treatment of distributions. Sponsors also want to know how to communicate about the benefit and increase employee use. During this webinar, attendees will: • Increase your understanding of health savings accounts through a comparison with the features of something you’re more familiar with—401(k) or 403(b) plans; • Learn how to position HSAs on your menu of benefits; and • Hear tips for increasing engagement with HSAs by different employee population types. Whether you already offer this valuable benefit or are considering doing so, or if you are an adviser wanting to help clients make benefits decisions, this webinar has something for you!
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