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Weekday news and analysis for retirement plan advisers
Wednesday, April 07, 2021
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Data & Research
Many Near-Retirees Don’t Understand Social Security Benefits
Thirty-five percent of near-retirees, those between the ages of 55 and 65, failed a basic knowledge quiz about Social Security benefits that MassMutual administered. Another 18% earned a D on the graded quiz, and mere 3% got an A+ by answering all 12 true/false statements correctly.
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FSI Expands Health Care for Member Advisers and Staff
CoveredAdvisor2.0 is delivered in collaboration with Decisely Insurance Services and Humana.
Today’s Most Read
1. Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
2. Weighing Active Management in DC Plans
3. CAPTRUST, T. Rowe, NBS Team Up on ‘MEP-PEP Alternative’ for Small Clients
RightBRIDGE Rollover Analysis Integrated With Retirement Learning Center
The partnership gives RightBRIDGE users access to detailed employer-sponsored plan data.
Sponsored by Test
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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.
Market Mirror Market Mirror Graph

Wednesday, the Dow was up 16.02 points (0.05%) at 33,446.26, the Nasdaq was down 9.54 points (0.07%) at 13,688.84, and the S&P 500 increased 6.01 points (0.15%) to 4,079.95. The Russell 2000 closed 36.10 points (1.60%) lower at 2,223.05, and the Wilshire 5000 decreased 36.78 points (0.09%) to 42,778.86.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.665%. The price of the 30-year Treasury bond decreased 28/32, bringing its yield up to 2.356%.

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 Lincoln Financial
Retirement Plan Design: Don’t Forget a Plan For Retirement
Participants not only need to save in their retirement plan—they need a plan for retirement. In-plan guaranteed retirement income can boost their retirement readiness and benefit your clients. Their success is your success—be proactive by delivering value through addressing retirement transitions. It’s critical to address retirement transitions. In this session, we’ll focus on participant needs and how you can bring retirement income in-plan. We’ll discuss: Evolution of DC plans Consumer demand for in-plan guaranteed income Benefits to plan sponsors and participants Guaranteed income options, with an in-depth review of guaranteed lifetime withdrawal benefit designs
Sponsored by Franklin Templeton
Financial Independence is the New Retirement
“Retirement” has become an antiquated term, and most workers are seeking a future that suits their personal goals. Employees are more interested in achieving financial independence and, with it, the freedom to pursue whichever lifestyle they desire. In this webinar you’ll hear from a panel of experts on how advisers can adjust their approach to employer sponsored retirement plans to better support employers and employees in their pursuit of financial independence.
2021 Practice Progress Series: How to Lose a Client (or Not)—Lessons Learned From Unsuccessful Advisory Relationships
Advisers will share their stories of unsuccessful client relationships, with an eye on helping their peers and colleagues avoid similar issues in the future. Beyond some of the obvious issues that can arise, the panel will detail some unexpected challenges and miscommunications that can cause friction in the client-adviser relationship.
2021 Practice Progress Series: The Future of Health Care—and What It Means for Retirement Planning
As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century. Sponsored by American Century Investments
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