Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
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 >
‘Sell and Stay’ Is the Norm for RIA M&A Deals
Most firm owners say they would prefer to “sell and stay” for a defined period of time after a deal closes—and ultimately participate in the growth opportunities created by the combined entities. Read more >
Some Say Union Revival Could Address Retirement Insecurity
Data from the Bureau of Labor Statistics shows the U.S. now has the fifth lowest trade union density of the 36 member nations of the Organization for Economic Co-operation and Development. Read more >
15th Anniversary of RPAY: Chepenik Financial Services
Since being named the 2019 PLANSPONSOR Large Team Retirement Plan Adviser of the Year, Chepenik Financial in Orlando, Florida, has experienced “significant changes,” says Jason Chepenik, managing partner. Read more >
MOST READ ARTICLES
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TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
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DOL Announces Anticipated ESG Fiduciary Investing Rule
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Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
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Retirement Industry People Moves
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Calmer Summer Yields to Volatile Fall for U.S. Investors
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%.
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.
2021 Practice Progress Series: Learning From PLANADVISER: Retirement Plan Adviser Survey
Sponsored by American Century Investments This hourlong, in-depth discussion of our annual flagship research survey can’t be missed! As our survey shows, retirement plan advisers, perhaps more than any other experts in our industry, have a good sense of the relative strength of the products and services offered by investment and recordkeeping providers. One adviser, speaking last September at the virtual 2020 PLANADVISER National Conference (PANC), said he works with more than 20 recordkeepers concurrently. And that might just be the median number; another speaker said her firm has relationships with over 60! Get the inside scoop about the leading retirement industry providers during this exclusive panel discussion.
SPONSORED BY: Lincoln Financial
Retirement Plan Design: Don’t Forget a Plan For Retirement
Participants not only need to save in their retirement plan—they need a plan for retirement. In-plan guaranteed retirement income can boost their retirement readiness and benefit your clients. Their success is your success—be proactive by delivering value through addressing retirement transitions. It’s critical to address retirement transitions. In this session, we’ll focus on participant needs and how you can bring retirement income in-plan. We’ll discuss: Evolution of DC plans Consumer demand for in-plan guaranteed income Benefits to plan sponsors and participants Guaranteed income options, with an in-depth review of guaranteed lifetime withdrawal benefit designs
SPONSORED BY: Franklin Templeton
Financial Independence is the New Retirement
“Retirement” has become an antiquated term, and most workers are seeking a future that suits their personal goals. Employees are more interested in achieving financial independence and, with it, the freedom to pursue whichever lifestyle they desire. In this webinar you’ll hear from a panel of experts on how advisers can adjust their approach to employer sponsored retirement plans to better support employers and employees in their pursuit of financial independence.
2021 Practice Progress Series: How to Lose a Client (or Not)—Lessons Learned From Unsuccessful Advisory Relationships
Advisers will share their stories of unsuccessful client relationships, with an eye on helping their peers and colleagues avoid similar issues in the future. Beyond some of the obvious issues that can arise, the panel will detail some unexpected challenges and miscommunications that can cause friction in the client-adviser relationship.
2021 Practice Progress 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. Sponsored by American Century Investments
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