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Wednesday, August 04, 2021
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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.
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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. Ascensus to Acquire Vanguard’s Individual 401(k) Business
2. Victory to Acquire Amundi’s $104B U.S. Division
3. Rebutting 7 Retirement Income Concerns
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 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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