Planadviser Logo
Weekday news and analysis for retirement plan advisers
Wednesday, July 28, 2021
Exclusives | Awards | Research | Events
Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients. TDFs had been around for about 13 years before the PPA, but they hadn’t gained much traction with plan sponsors. Their impressive growth post-PPA, however, has come at the expense of other types of QDIA accounts, including balanced funds.
News Feed Quick Links
Deals & People
Practice Management
Client Service
Data & Research
Remembering Senator Enzi's Work for Retirement Plans
He was instrumental in finalizing the provisions of the Pension Protection Act of 2006, and several items he pushed for made it into the SECURE Act.
Today’s Most Read
1. Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
2. CAPTRUST, T. Rowe, NBS Team Up on ‘MEP-PEP Alternative’ for Small Clients
3. Weighing Active Management in DC Plans
SEC Charges 27 Firms for Failing to File and Deliver Form CRS
All firms involved have agreed to settle the allegations that they missed regulatory deadlines for the customer relationship summaries.
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the client.
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two approaches to asset allocation. As it turns out, balanced funds, though less popular, might deserve another look.
DOL Promises Final Rule on Lifetime Income Illustrations As Soon As Practicable
The agency clears up timing questions in a FAQs document and says it realizes the concerns about timing if its final rule differs from its previously published interim final rule.
LIVE WEBINAR TODAY: The Future of Health Care
Join us this afternoon at 2:00 p.m. EST for the next edition of the 2021 Practice Progress webinar series. The topic is The Future of Health Care—and What It Means for Retirement Planning.
Market Mirror Market Mirror Graph

Tuesday, the Dow was down 85.79 points (0.24%) at 35,058.52, the Nasdaq fell 180.14 points (1.21%) to 14,660.58, and the S&P 500 decreased 20.84 points (0.47%) to 4,401.46. The Russell 2000 lost 25.09 points (1.13%) to finish at 2,191.83, and the Wilshire 5000 closed 295.39 points (0.64%) lower at 45,744.26.

The price of the 10-year Treasury note was increased 6/32, bringing its yield down to 1.238%. The price of the 30-year Treasury bond climbed 1 25/32, decreasing its yield to 1.890%.

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 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
Did someone forward you this newsletter?
Sign up here to get PLANADVISER Dash directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850