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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 Webinars | | 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: Commonwealth | | The 4-1-1(k): A SECURE 2.0 Provision’s “Grand” Impact on Emergency and Retirement Savings | | How big of a difference can $1K make? For retirement plan engagement, the answer could depend on how well RPAs and recordkeepers understand and communicate the relationship between short-term and long-term savings to plan sponsors and their benefit-eligible employees. Under the SECURE 2.0 Act, employees can withdraw up to $1,000 once a year from their traditional 401(k) retirement accounts for self-identified emergencies, without paying the 10% early withdrawal tax. Research and thought leadership from Commonwealth, BlackRock’s Emergency Savings Initiative, Compass Financial Partners, a Marsh & McLennan Agency LLC Company, and Voya Financial sheds light on the wide-ranging needs of employees in a geographically diverse workforce, and how a suite of emergency savings and liquidity options can best serve workers, and where the new provision fits into those options.
This webinar will:
● Dive into the impacts of SECURE 2.0’s $1K withdrawal provision on retirement plan engagement
● Share the RPA and recordkeeper's points of view on the implementation and impact of emergency savings benefits
● Provide tangible action steps for attendees to consider adopting a proactive provision promotion approach for their teams
All views and opinions expressed by panelists are their own and are not intended to be those of sponsoring or partner organizations. |
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