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Weekday news and analysis for retirement plan advisers
Monday, March 21, 2022
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Little-Known Risk Threatens Baby Boomers Golden Years
While financial advisory professionals and asset managers know the term well, retirement plan investors often overlook the issue of sequence of returns risk—that is, the combination of unanticipated volatile market conditions and planned withdrawals. The risk is a lethal one that threatens to wreak havoc on the portfolios of tens of millions of Americans nearing or new to retirement.
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The Biggest Retirement Plan Leakage Triggers and Costs for Participants
The paper finds that about 25% of contributions by pre-retirement-age individuals leaked between 2003 and 2005, and that this increased to roughly one-third in 2010.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Industry People Moves
SageView Advisory Group adds new head of wealth management; Transamerica names new president of individual solutions; Robeco appoints head of alternative alpha research; and more.
Education Level Impacts Americans’ Return to Work
According to the EBRI, workers with lower educational levels have seen more job losses that have continued through the pandemic, while those with college degrees have seen their participation in the labor force increase.
Advisers Can Access ‘Green’ 401(k) Option For Clients
The retirement plan solution for small and medium-sized plan sponsors is offered in partnership with Vestwell and Ubiquity Retirement + Savings.
Investments That Protect Participant Assets From Inflation
Exposures can be offered as standalone investments on via target-date funds.
Market Mirror Market Mirror Graph

Friday, the Dow closed 274.17 points (0.80%) higher at 34,754.93, the Nasdaq gained 279.06 points (2.05%) to finish at 13,893.84, and the S&P 500 increased 51.45 points (1.17%) to 4,463.12. The Russell 2000 was up 21.12 points (1.02%) at 2,086.14, and the Wilshire 5000 climbed 582.19 points (1.31%) to 45,009.60.

The price of the 10-year Treasury note was up 2/32, decreasing its yield to 2.151%. The price of the 30-year Treasury bond increased 32/32, bringing its yield down to 2.427%.

For the week ending March 18, Dow increased 5.50%, the Nasdaq climbed 8.18%, and the S&P 500 finished 6.16% higher. The Russell 2000 was up 5.38%, and the Wilshire 5000 gained 6.39%.

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