PLANADVISERdash – July 28, 2021

Weekday news and analysis for retirement plan advisers

Wednesday, July 28, 2021

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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.

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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.	Answering Questions About SECURE 2.0 Catch-Up Provisions
2.	Income Target-Funds Reach $22B in Assets in 2024
3.	DC Retirement Plan Balances and Contributions Rising, Fidelity Reports

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

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 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.

March 12, 2025

Understanding Adviser Value

We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.