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Wednesday, July 19, 2023
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IRI Releases DEI Best Practices for Talent Acquisition
PA-071823-IRI-Releases-DEI-Best-Practices-1414107897-web

Christina Brady, the IRI’s COO, says the publication is a result of considerable discussion across 2022 and 2023.

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Fiducient Advisors Names Sabrina Bailey CEO
Fiducient brings on retirement and asset management veteran from the London Stock Exchange.
Today’s Most Read
1. Fidelity Data Breach Exposed Info of 77,000 Clients
2. Who Is Most at Risk for Retirement Savings Shortfall?
3. 401(k) Traders Shifting to Fixed Income
Capital Group Partners With Financial Finesse to Reach Large Plan Sponsor Market
An initial program targeting the midsize plan sponsor market saw 38% participant engagement.
ERISA Advisory Council Highlights Trends in Pension Risk Transfers
PRTs are trending upward, but their relationship with private equity and non-traditional investments is drawing more scrutiny.
Verizon Settles 401(k) Complaint for $30M
The agreement is still pending court approval but would end 7-year court case.
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 366.58 points (1.06%) to close at 34,951.93, the Nasdaq gained 108.69 points (0.76%) to close at 12,353.64 and the S&P 500 gained 32.19 points (0.71%) to close at 4,554.98. The Russell 2000 rose 24.80 points (1.27%) to close at 1,976.07, and the FT Wilshire 5000 Index rose 343.17 points (0.75%) to close at 46,086.16.

The price of the 10-year Treasury note increased 2/32, bringing the yield to 3.785%. The price of the 30-year Treasury bond increased 28/32, bringing the yield to 3.894%.

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.
Sponsored by Allianz Life Insurance | October 24, 2024
Portability in Practice: Navigating Guaranteed Lifetime Income Options
This webinar will explore the intricacies of portability as it relates to in-plan guaranteed lifetime income products, such as annuities. It will delve into participant preferences, product design considerations, and limitations that can impact true portability. It will also look at how portability impacts the participant experience and strategies that can be employed to maintain engagement throughout various scenarios. Join Jessica Drake, Head of Operations, Employer Markets and Troy Sande, Head of Integrations and Experience, Employer Markets at Allianz Life Insurance Company of North America (Allianz) to discover strategies that can be used to address these challenges and help ensure a seamless experience across the retirement ecosystem. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company. This content does not apply in the state of New York. Allianz Life Insurance Company of North America is not affiliated with PLANADVISER Magazine. For institutional use only- not for use with the public.
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.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
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