Planadviser Logo
Weekday news and analysis for retirement plan advisers
Wednesday, August 04, 2021
Exclusives | Awards | Research | Events
Data & Research
Recommendations to Improve Retirement Security
Reducing debt and having a clear spend-down strategy were also among the four keys to facilitating financial security in retirement identified by EBRI’s Retirement Security Research Center.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
The Number of Excessive Fee Lawsuits Grew in 2021
Plan sponsors also brought D&I efforts to retirement plans and lawmakers continued to introduce retirement plan legislation, according to Janus Henderson Investors’ DC trends webinar.
Today’s Most Read
1. Op-Ed: Financial and 401(k) Trends to Consider
2. Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
3. Northern Trust Accused of Fiduciary Breaches Related to AutoZone 401(k)
A $500 Step Towards Financial Wellness
The nonprofit financial wellness provider SaverLife has teamed up with the KFC Foundation to meet the straightforward but ambitious goal of ensuring KFC workers can amass $500 in emergency savings.
2021 PRACTICE PROGRESS WEBINAR 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.

Live webinar 

2:00 p.m. EST 
Aug. 10, 2021

ProCourse Fiduciary Advisors Acquired by MJ Insurance
Doug Prince will continue to serve as CEO of ProCourse after the acquisition, with the entire team of 13 remaining in the Carmel, Indiana, location.
Use of CITs in 401(k)s Continues Growth
Collective investment trusts dominate the large plan market, particularly within target-date funds, data shows.
Lawmakers Aim to Reform Index Linked Annuities Registration Regs
A bipartisan group of representatives is seeking to require the Securities and Exchange Commission to revise its rules regarding the development and offering of certain annuity products.
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 278.24 points (0.80%) to finish at 35,116.40, the Nasdaq closed 80.23 points (0.55%) higher at 14,761.30, and the S&P 500 increased 35.99 points (0.82%) to 4,423.15. The Russell 2000 was up 8.09 points (0.36%) at 2,223.58, and the Wilshire 5000 climbed 309.62 points (0.68%) to 45,957.97.

The price of the 10-year Treasury note was unchanged, with its yield at 1.178%. The price of the 30-year Treasury bond increased 23/32, bringing its yield down to 1.847%.

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
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