Today’s Most Read
1. Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
2. Stimulus Bill Extends Some Provisions of the CARES Act
3. Judge Finds Participant Data Is Not a Plan Asset in Case Against Fidelity
PLANADVISERdash – April 8, 2021
Planadviser Logo
Weekday news and analysis for retirement plan advisers
Wednesday, April 07, 2021
Exclusives | Awards | Research | Events
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.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
FSI Expands Health Care for Member Advisers and Staff
CoveredAdvisor2.0 is delivered in collaboration with Decisely Insurance Services and Humana.
RightBRIDGE Rollover Analysis Integrated With Retirement Learning Center
The partnership gives RightBRIDGE users access to detailed employer-sponsored plan data.
Sponsored by
Test Sponsor Message
This is a test sponsor message.
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.
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.
2021 Practice Progress Series: ESG and Corporate Social Responsibility
Many industry experts believe the Biden administration will try to increase support for the use of environmental, social and governance (ESG)-themed investments, including by tax-qualified retirement plans subject to the Employee Retirement Income Security Act (ERISA). At the same time, investment managers and index providers are holding companies to greater account for a lack of diversity and inclusion on boards and in senior management positions. There is also growing demand for greater disclosures of environmental impact data by private and publicly traded companies alike. This hourlong editorial webinar will feature a panel of ESG experts discussing the current and future state of ESG investing, both inside and outside ERISA plans. Particular attention will be paid to the regulatory environment, as well as the potential to pursue greater investment returns by seeking out companies with higher ESG ratings.
2021 Practice Progress Series: Artificial Intelligence and Financial Advice
It is hard to overstate the enthusiasm with which many experts speak about the prospects presented by machine learning and artificial intelligence (AI), both to impact peoples’ daily lives and to remake many parts of the global economy. That said, many of the concepts involved in discussing AI are highly technical and more than a bit esoteric, leaving some to wonder just what all the fuss is about. This hourlong editorial-driven webinar will explore some of the key concepts, possibilities and predictions commonly discussed by AI experts. Panelists will discuss the general economic impacts that could be coming in the next several years and decades, while also offering a closer look at how the work of plan advisers and wealth managers could be directly impacted.
2021 Practice Progress Series: College Savings and Student Debt: 529 Plans, Student Loans and Financial Wellness
Sources say the aggregate amount of student loan debt carried by workers in the U.S. has now exceeded the amount of credit card debt. Though for some, student loans represent “good debt,” others are being financially drained by unattainable monthly payments, making the goal of saving for retirement or a home purchase seem like a pipe dream. This hourlong editorial webinar will focus on employee financial wellness and, specifically, on planning for education expenses through 529 college savings plans. Budgeting and debt management will also be considered, as will the “hierarchy of savings.”
Did someone forward you this newsletter?
Sign up here to get PLANADVISER Dash directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850