Planadviser Logo
Weekday news and analysis for retirement plan advisers
Wednesday, February 02, 2022
Exclusives | Awards | Research | Events
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!
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
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. Answering Questions About SECURE 2.0 Catch-Up Provisions
2. Income Target-Funds Reach $22B in Assets in 2024
3. DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
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 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.
March 12, 2025
Understanding Adviser Value
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.
June 11, 2025
Retirement Plan Advisers of the Year in Conversation
2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.
September 10, 2025
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
December 10, 2025
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead.
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.
rss icon linkedin-in icon
Unsubscribe | Manage Subscriptions | Contact Us
Copyright ©2025 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 300, Rockville, MD 20850