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February 3rd, 2021 |
 | Transformational Trends
2020 was an extraordinary year, in ways we likely have yet to fully understand, and 2021 is proving to be a worthy successor. Join us for a one-day digital seminar on March 24, where we will explore key lessons learned from this extraordinary time for the retirement planning industry.
Read more > |
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| Ascensus Launches 529 Savings App | |
The firm says the app features a design driven by behavioral science and that it provides customized user experiences to drive better savings outcomes.
Read more > | | | 2021 PLANSPONSOR Plan Adviser of the Year Nominations Are Now Open | |
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers.
Read more > | | | Market Mirror | | Tuesday, the Dow climbed 475.57 points (1.57%) to 30,687.48, the NASDAQ gained 209.38 points (1.56%) to finish at 13,612.78, and the S&P 500 increased 52.45 points (1.39%) to 3,826.31. The Russell 2000 was up 25.28 points (1.19%) at 2,151.44, and the Wilshire 5000 closed 574.63 points (1.43%) higher at 40,649.08.
The price of the 10-year Treasury note decreased 24/32, bringing its yield up to 1.103%. The price of the 30-year Treasury bond was down 2/32, increasing its yield to 1.870%.
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| 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: Franklin Templeton | | The Growth of Personalization in Retirement Plans: Product vs Solution | | Products have not had strong traction in the retirement space, mainly because they don’t meet the needs or expectations of plan participants. Furthermore, with a lack of innovation since the rollout of target date funds, plan participants are seeking a more solutions-based approach. This webinar is geared for those financial professionals that are seeking to learn more about the future of personalization, retirement income and participant education. |
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|  | | 2021 Practice Progress Series: Succession Planning—and How to Retire as an Adviser | | Financial advisers focused on serving retirement plans and individual retirement account (IRA) owners are used to talking about the financial transition their clients will eventually make, from earning a steady income to living off of accumulated assets and investments. For any number of reasons, there is much less attention paid to advisers’ own long-term financial futures, and, indeed, many advisers nearing the traditional retirement age have yet to seriously plan their next step. Many know their business is valuable, but extracting that value is another question, and so is the issue of what happens to clients.
This hourlong editorial webinar will bring together speakers who are experienced in this challenging topic. The panel will address the succession planning topic from start to finish—covering the process of valuing an established firm, finding a potential internal or external successor, and then exiting the business. |
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| | | Financial Wellness: Voice of the American Worker | | Staggering statistics show the average American worker is struggling with their financial health, thus impacting their overall well-being and productivity at work. Employers are embracing the challenge of improving their employee's total wellbeing by seeking ways to become the financial epicenter for their staff. In this panel webinar discussion, we will explore the shifting benefits ecosystem from different perspectives – with both in-plan and out-of-plan experience. In addition, we will share how technology is enabling and accelerating personalized financial wellness at the goal level and the implications for the future of retirement plan advisors. |
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