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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. |  | | 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. |
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|  | | 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 |
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|  | | 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. |
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