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Weekday news and analysis for retirement plan advisers
Wednesday, December 07, 2022
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Practice Management
Voya’s New Workplace Head Thinking About the Employee Experience in More “Bundled” Fashion
PA-120622-Voya Head Combines Health, Wealth-1130198666-web
Rob Grubka of Voya has had his role expanded to oversee workplace solutions, encompassing all benefits and savings businesses. He tells PLANADVISER the combined position is a natural progression to meet evolving employer needs.
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Adviser Product Partnerships
Schwab partners with Envestnet for cloud-based billing solution; AICPA and CIMA launch ESG fundamentals program for accountants; ShareBuilder 401k Waives Plan Setup Costs in December for Small Businesses; and more.
Today’s Most Read
1. Delta Taps Fidelity to Run New Emergency Savings Program
2. SECURE 2.0 Error Threatens Catch-Up Contributions, but Meaning Is Clear
3. Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Social Security Administration Aims for Informative, Time-Saving Website Redesign
Understanding when and how to take Social Security distributions should be a critical part of everyone’s retirement planning, according to a Hartford Funds managing director.
Experts: More Hackers Going After Retirement Savings
Cybersecurity experts say they see an increase in theft of participant data from retirement plans, and warn about scams in cryptocurrency investments.
SEC and Goldman Sachs Settle for $4 Million for ESG Policy Infractions.
GSAM did not follow its own policies in selecting funds with ESG label despite appealing to those policies in promotional materials. 
Market Mirror Market Mirror Graph

Tuesday, the S&P 500 decreased 57.58 points (1.44%) to 3,941.26, the Nasdaq fell 225.05 points (2.00%) to 11,014.89, and the Dow was down 350.76 points (1.03%) at 33,596.34. The Russell 2000 lost 27.65 points (1.50%) to finish at 1,812.58, and the Wilshire 5000 closed 585.45 points (1.47%) lower at 39,109.66.

The price of the 10-year Treasury note was up 4/32, decreasing its yield to 3.534%. The price of the 30-year Treasury bond increased 30/32, bringing its yield down to 3.546%.

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.
2023 PA Practice Progress Webinar Series: Advisory Business Models/M&A
Advisory firm mergers and acquisitions have been happening at a fast clip. Many retirement plan advisory firms have decided that wealth management has a place in their business, and vice versa. Additionally, more practices are moving beyond just advising on investments and plan design and are working directly with individual participants and consulting on benefits such as health or emergency savings plans. Join PLANADVISER for a discussion about the state of the retirement plan advisory industry, how adviser roles are evolving and what aggregator firms can (and cannot) offer advisers.
2023 PA Practice Progress Webinar Series: Team Building
Assembling the right team and ensuring each member has a path to grow is essential to boosting an advisory firm’s success. Recently, firms have sought to improve staff diversity, and some research shows a more diverse team contributes to stronger business results. Join PLANADVISER’s third iteration of its 2023 Practice Progress webinar series to learn the value of mentorship programs and how to establish one, optimal practices for developing diverse teams and how to define success for an advisory team and its members.
2023 PA Practice Progress Webinar Series: DCIO
During a gathering of advisers and providers last year, speakers discussed how defined contribution investment only is out and co-distribution is in. Adapting to a changing marketplace, through more personalization and partnerships, is critical for advisers. Join PLANADVISER for a discussion about the future of DCIO firms and strategies, the important role partnerships can play and how some firms are assigning more specialists to a relationship, serving clients at all levels.
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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