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Weekday news and analysis for retirement plan advisers
Wednesday, February 02, 2022
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Live Webinar
Upcoming Webinar: Student Debt and Financial Wellness
The 2022 PLANADVISER Practice Progress webinar series kicks of February 15th at 2 p.m. EST. Our first topic of examination this year is the $1.75 trillion student loan debt crisis impacting so many millions of workers in the United States. Speakers will consider the employer, employee and adviser perspectives, offering their insights on the intersection of financial wellness, retirement planning and student debt in 2022. You don’t want to miss it!
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Caution Clients Against IRA Asset Class Mistakes
A recent court case demonstrates why owners of self-directed IRAs should be careful about their investment strategies and asset classes—and where they store any physical assets owned via their IRAs.
Today’s Most Read
1. 'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
2. Why Small Business Owners Often Resist 401(k)s
3. Is the Traditional Fiduciary Insurance Model at Risk?
IRS Identifies Changes to 403(b) Plans for Second Remedial Amendment Cycle
The 2022 Cumulative List will assist providers of Section 403(b) pre-approved plans applying to the IRS for opinion letters.
AssetMark Launches Digital Prospecting Capability for Advisers
The new tool makes it easier for advisers to reach prospective clients and gain insight into their needs, preferences and interests.
FSI Partners With INROADS on Diversity and Inclusion Initiative
The two organizations will partner with FSI member firms to create mentorship opportunities and career pathways for young people in underserved communities.
2022 PLANADVISER Award Season is Here
The deadline for Adviser of the Year nominations is nearly here! So is the deadline for entries for the Top Retirement Plan Advisers listing. 
Advisers Say Clients Are Showing Increased Interest in ESG, Crypto Options
A new survey suggests advisers are also using social media more often to reach new clients, though many argue that better technology tools would greatly help with this.
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 273.38 points (0.78%) to finish at 35,405.24, the Nasdaq closed 106.12 points (0.75%) higher at 14,346.00, and the S&P 500 increased 30.99 points (0.69%) to 4546.54. The Russell 2000 was up 22.29 points (1.10%) at 2,050.74, and the Wilshire 5000 climbed 391.19 points (0.86%) to 45,807.66.

The prices of the 10-year Treasury note and 30-year Treasury bond were each up 1/32, decreasing their yields to 1.795% and 2.113%, respectively.

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.
PLANADVISER Webinar Advisory Firm Culture sponsored by Wells Fargo Advisors
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters every bit as much as its financials. The topic of firm culture is likewise central to discussions about some of the adviser industry’s most pressing challenges and biggest opportunities. But what, exactly, is firm culture, and what does it take to build a positive and productive environment for staff and leadership alike?
Sponsored by American Century Investments
When Bull & Bear Collide: Target-Date Evaluation in Volatile Times
Please join American Century Investments’ Rich Weiss, Nancy Pilotte, and Glenn Dial as they discuss how disciplined target date fund management can help ease the impact of volatility on DC investors’ portfolios. We’ll share current insights on: • The economic outlook and inflection points • The impact of volatility on retirement readiness • Target date strategies for uncertain markets • The importance of suitability in target-date selection and monitoring
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